STO 2.63% $7.02 santos limited

is this good or bad?, page-3

  1. 3,607 Posts.
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    you would only consider spendingthe $ for an import and regasification terminal IF

    1. there was an arbitrage opportunity betwixt the LNG import price, and the domgas price .......this has to be "landed" and regassified !
    2. the size of the arb was large enough to provide > ROR >> cost of capital
    3. the duration of expected arb >> length of funding duratuin .........

    would need to lock-in sizable GSA's for a number of years to get this off the ground (imho)......

    rgds
    v-h
 
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