stefanis,I like your thinking. I hadnt come up with that angle,...

stefanis,
I like your thinking. I hadnt come up with that angle, but it does sound like a very plausible solution.

AOEs value for the current assets and two train (1.5) LNG program probably pitches them in the $7 plus category. What Shell and PetroChina want to do with Arrows resource, places them at multiples of this.

The middle ground could be a new approach. There is an obvious 'downside' to the majors if they have to employ one of the locals on the program, but if the politics drive it that way they will just have to suck it up.

SF