Disagree Dano.... PNG gas is the game for HZN and the condensate is the cream.
There is a GSA with the awarding of the Stanley PDL - I'd like to see it (pricing and volume) - meant to supply gas for power to OK Tedi mine. If not then reject back in the ground for later LNG.
Elevala and Ketu are keys to LNG and thats another $150M odd from OG on top of the $77M "we" are getting in May. Thought HZN was rather generous to ROC :-) expensive name.
ROC Price at posting:
45.0¢ Sentiment: None Disclosure: Not Held