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+--- Thread: Letter to Oil Search Shareholders (/showthread.php?tid=9169)
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RE: Letter to Oil Search Shareholders - Putncalls - 10-03-2015
3,000$/tonn!? It can't FID. EVER! NEVER NEVER NEVER! Why would a bank lend on something that needs 12$/MCF just to break even? Then it has to lend to a company that is already losing it's shirt on 4000$+/tonn LNG projects? This is before we mention that the US can FEED and FID standard, on the planet earth, basic, 101, LNG facilities that break even at 8-9$/MCF + transportation.
As long as China can replace the business it lost from the once wealthy OPEC countries the demand for newly cheap LNG will be there. But the price won't exceed the price set by the US. Do I need a link to explain this guys????
RE: Letter to Oil Search Shareholders - jft310 - 10-04-2015
Spot on Puts - if Interoil LNG costs under $7 as specified in the slides , and if US LNG lands at $11-12 that yields nice margins for Papua LNG . And that's at today's prices . Pump it out Chieniere Energy .