A big attraction is that most revenue is derived from oil or 'wet gas'. LNG (imo) is to be avoided at all costs. It is already in oversupply with a tsunami of new prod about to hit a falling mkt. Somehow it seems weehere in Oz face rising gas price while our exported gas has halved in price in 3 yrs.
Oil up so far tonight but LNG is at an ATL! can hardly be worse.
Ann: Investor Roadshow Presentation, page-6
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