I don't know if the FIRB would let BG gobble up all of Qld's csg assets.
But they probably won't object to some healthy competition from a new player or a local has a swing.
I wonder if David Knox of STO has been to see his bankers lately or whether BP might like to play a little spoiling hand here?
Kogas? you never do know, but I think their recent move in British Columbia might be the deal they were muted to be putting together. Still plenty of scope for them to develop things will BUL though...
Who esle could we consider? ...Mitsui are hangin in there with Dawson and are now talking LNG , or what about BHP Billiton, chicken feed to them and it would diversify them away from the NWS. What a battle that would be fully intergrated mega miner come oiler against the old school super major. I reckon BHP would win..ah but dreams are free
AOE Price at posting:
$5.04 Sentiment: LT Buy Disclosure: Held
