'Tree' pid='28212' dateline='<a href="tel:1377914 Wrote:
'sydbod' pid='28211' dateline='<a href="tel:1377909 Wrote:
'Tree' pid='28207' dateline='<a href="tel:1377892 Wrote:Since the original 'exclusivity' announcement, it has been obvious that deal#1 was feedstock ..........
So what is the general opinion now? Do majority think it will be feedstock or do majority think it will be partnership entry into PNG LNG?
I am currently sitting on the fence with a 50/50 of either happening considering OSH later information.
The feedstock deal will include ownership stake.
Syd ask yourself did OSH get an ownership stake??
Why did they get an ownership stake?
What ownership percent did they get?
Where else can Exxon get the NG for a third train with an already completed pipeline or quickly?
Best to not slide OSH into where Exxon can get the NG cause we both know its not there today.
Maybe in 4-5 years when Exoon opens their 4 th train OSH will have a chance but today not even a chance for Exxon's fourth train.