STO 0.00% $6.82 santos limited

It's certainly an interesting discussion here, I still don't see...

  1. 2,211 Posts.
    lightbulb Created with Sketch. 48
    It's certainly an interesting discussion here, I still don't see who benefits from forcing GLNG to produce and why STO can't purchase LNG cargoes?
    I agree temporary mothballing of a train is a probability but don't agree that would require it be written off (certainly not completely).
    Finally the fear of export restrictions is overblown because the issue is not a shortage of gas it's a shortage of gas cheap enough to run an aluminium smelter.
    No matter what those days are gone.
    There's no question bad decisions were made, the question is are they reflected in the shareprice?
    My opinion remains yes and then some.
 
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