I don't think STO or BG would get much value out of getting into...

I don't think STO or BG would get much value out of getting into an integrated contract drilling and infrastructure service...but BLY or ASL might see some synergies at this point. Whether they want to take on more debt having just raised capital and steadied their ships is another matter.

Got to say it is a bit weird the way the sp is moving around.

I wish they could provide an update on the whole csg to lng opprtunity, eg where they are lining up for upstream projects which will be managed by Worley under the $650 million program announced by BG Group. WDS have worked with Worley on a pipe for QGC/AGK so lets hope that was a good experience for Worley.