I know this discussion was almost a month ago but it looks like post the quarterly there has been a few comments by PC on Sunrise and Clio-Acme.
Sunrise: Looks like Woodside is proposing or considering an onshore to offshore split - an onshore / pipeline JV made up of companies willing to have a lower return on investment, with WPL remaining int he upstream side.
https://www.pipeliner.com.au/2018/10/19/woodside-not-giving-up-on-greater-sunrise/
My comment on this would be that the offshore component will be significantly cheaper without LNG plant and pipeline (so timing not as crucial wrt timing capital spending). Add on reduced political risk / exposure by only being present in the upstream side if they can get a party to take on the downstream processing it would be a huge positive to shareholders. (And if they can't maybe it'll be a good wake-up call for the government that no one is willing to build a pipeline / LNG plant on Timor
Clio-Acme: Bringing Clio Acme back to NWS via Scarborough pipeline (and inter-connector) mentioned as a way of getting Chevron aligned for a Browse to NWS solution.
If this helps get browse over the line + decreases net pipeline cost to WPL then IMO its a positive.
