Article in the Australian publicly available not sure I agree with their analysis but here it is
http://www.theaustralian.com.au/bus...l/news-story/c8107b2a1b6d76ce562326c0d1b9ee5f
the street seems to have a better handle on it IMO but the Australian seems to have a source close to the coal face.
https://www.thestreet.com/story/13628618/1/exxon-emerges-as-mystery-suitor-for-interoil.html
