Ann: Review of Upstream Gas Business, page-5

Thanks to both parties in NSW, AGL possibly just needs downstream and a good partner midstream, APA etc, ORG as well, to make money and almost double their valuations IMHO but pls DYOR.

Due to political follies, AGL and to a lesser extent ORG r going to be recipients of the greatest gas shortages to ever occur globally outside California during Enron's first troubles. STO could collapse according to Andrew Stevens of the AFR on page 41 that you could ever read. Stevens in the AFR on page 41 states STO is "the company ... is already two years behind schedule and suddenly at risk of complete collapse should ... Foley secure power next Saturday". An article by Andrew Stevens that heavily quotes James Baulderstone of STO giving every excuse within the brain for STO's failed CSG projects. STO holders better hope ALP in NSW lose. Upstream providers such as STO may face Alinta Energy styled collapses that might occur. A position that only benefits AGL, ORG and to a lesser extent, Li Kai-Shing (CLP/EnergyAustralia).