Agree Suba...plenty of scope to do deals. The last 2 ann's (& Bakken Shale deals) reveal the new MGN team isn't adverse to transacting a deal or two. We now better know how MGN's Methanol strategy may proceed...MGN's geographic focus for offshore gas supplies is much further defined. The presence of the multinationals (Shell, Petronas,ConocoP ..& Santos).....(& MEO), as neighbours - also holding large untapped gas (high CO2) adds plenty of spice to the mix...
The v.good presentation linked below is a great read; plenty of good between-the-line material to ponder & dwell on.