re: Ann: AOE: Project Restructure To Give Arr... still trying to soak it in but on first blush i think hatless is on the money:
"This is a significant de-risking of the LNG Ltd story."
one question that comes to mind regarding the infraCo, gladstone LNG is currently 100% owned but i seem to recall that Golar could take up a 40% (at a premium) Arrow had an option for 20% with Toyota Tsusho expected to take a minority shareholding. is this still the case and if so, what of our 51% of the infrastruture will we be left with?
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