other csm procucers all up

I reckon the csm producers and developers like QGC, SHG and ESG are vall up because of the governments greenhouse emmissions inquiry which reports tomorrow. Its likley to recommend carbon trading nad local gas suppliers that can assist in reducing greenhouse emmissions by substituting gas for coal in electricity generation will benefit (most experts in the energy indusrty say this .. like the CEO of AGL etc).

Most of the CSM producers have risen lately simultaneously ... except SGL. So it could be a buy IMHO. Always a takeover possibility too with AGL as a major partner and BNB on the board.

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H