The driver behind the deal is the system gas price. Its only been the last few months that it has spiked and the long term price will be further reinforced by the closure of Hazelwood power station confirmed only yesterday. As frustrating as the delays are, it is all aligning towards us getting a good deal (and possibly a great one). Noel is a smart guy and has alot of skin in this game, you need to let the plan unfold.
The Suffering Long Term Holders, page-8
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