Good robust questions.
I feel potentially equally as promising is Pandora in the mix for gas aggregation for PNG LNG expansions. Feels like a bit of earth moving under the current ownership structure of assets in PNG. OSH is the natural owner of gas in PNG, and gas owners would do well to seize the opportunity to get their gas into the export market via a deal with OSH. Given the current SP impounds virtually zero value for Pandora, any value is upside.
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Good robust questions. I feel potentially equally as promising...
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