Hi Shamish,
earlier today I found the following comments on 'sharholdersunite':
A second PNG LNG license in Gulf is a second part of a deal with Exxon or someone else.
I think people forget that 7 of the 9 Top person who who worked at Equitorial NG with Marathon now work at Pac LNG with Henry Aldorf again. They think they can do it again build another LNG just like they did at EQ New Guinea. Will PNG let them do that?? They certainly have the experience . Henry has done this over and over again under budget and on time. The top brass of EWC was in PNG yesterday for some reason. Might be the electricity. Then we see the stock that Chandler has accumulated and one has to ask why??? Whats his intent?? The EWC agreement is extremely profitable proposal as was the Mitsui CSP.
We wait and don't know.
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