malmanu, I would expect if the QLD Gov approved the plant then...

malmanu, I would expect if the QLD Gov approved the plant then greenies can protest all they want. But it won't matter. Although that group can be rather influential...

Doing business in this country isn't easy. If they get approval, then bringing Blue Gum online is just a matter of funding and nabbing some take off agreements. No easy task, but definitely not impossible.

Blue Gum is slated to deliver around $185m in revenue per year alone. Just that project would re-rate the stock immensely. I also like the International Licensing model, first example being the Chinese plant.

Are you thinking of getting in? It's a very interesting little company.

So many stocks like this on the ASX - Great concept, hundreds of millions pumped into development, delays come (as they always do when building something unique), shareholders get impatient, the company raises money, share price slips etc. ANQ is another one interesting one.

I feel if there was a time for these stocks to re-rate it's next year. Interest looks to have picked up around September when they announced the massive 2P Gas Reserve.

I bought into LNG during the lows for many reasons but mainly because the technology is unique, and is the cornerstone of their business.

Any LNG holders here?

Any idea how hard it would be for CNX to negotiating long-term off-take and farm-in agreements?