AGL and ORG might be in the top ASX10 in years to come and CLP might be bigger on HKEx than they r now. They will all be agreeing long term supply contracts and taking out SXY and the others no doubt.
Worth a look at Shell's preso on the BG acq below (47 bil pounds).
http://www.shell.com/global/aboutshell/investor/news-and-library/2015.html
http://www.bg-group.com/2/about-us/
It's a frightening presentation, RDS, Heaven's Brewery, down 5%, BG Group up 38%, at that re-rating ORG is worth $16, SXY 60 cents and CTX $52.
Is POO is going back up past $100 into $200? Will gas prices remain so correlated to POO that the Eastern Seaboard of Australia will need to ration gas like Europe did after the second European War 1939-45? All IMHO but please DYOR.
Bonanza times for AGL, ORG and CLP if AGL and CLP r able to cut a deal in the Coopers Basin to get its gas for AGL and EnergyAustralia?
Ann: Review of Upstream Gas Business, page-6
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Last
$10.70 |
Change
0.240(2.29%) |
Mkt cap ! $7.857B | |||
| Open | High | Low | Value | Volume |
| $10.50 | $10.87 | $10.47 | $27.26M | 2.541M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 95552 | $10.69 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $10.70 | 8619 | 1 |
View Market Depth
| Last trade - 16.10pm 15/11/2024 (20 minute delay) ? |
| AGL (ASX) Chart |
