Ann: Santos announces expected non-cash impairment, page-15

Croasin,

yep - we do differ ......

that's why one stock has basically put on 80%+, while the other has traded sideways ........why is that ?

have a look at the amt of capital STO has to spend to develop the reserves in the CB to furfil its commitments to GLNG.....

have a look at the amt of $ that GLNG spends to partly fill one train .........

as previously stated - STO is yet to announciate how it intends to get out of the self-made hole .............regardless of what the Fed govt does re domestic supplies......

waiting for the OP to inc (and thus with time delay the lng price into asia) isn't really an acceptable "decision" by management......sadly .....

rgds
V_H