issue with gas deal , page-10

Am hoping the low profile , especially in PNG, is a continued strategy and there is a over delivery at some point to pay back loyal holders. I am amazed the partners have all agreed to this low profile as It is very old fashioned compared to all the new upstart kids on the block. Guess that's what happens when you have all the dollars in the bag and contracts sorted.

I really think no " song and dance " is a good one as all our value increase will come like a train a month out from completion I feel. Seeing other gas plants fail ( costs and politics) and the increase in Japanese gas price all leads me to believe a completed running plant in a country where the company understands the politics will lead to a gas gold rush as everyone will suddenly realise OSH is a place to be invested and only for OSH the PNG country risk discount shouldn't apply in full to them.

Still a lot of funds blocked from investing in PNG assets but OSH has weighting in index so something has to give.

Onward and upward am happy with gradual return to new heights and a proper rerating.