11-18-2013, 01:14 AM
Bobby, I think you are in the right track with one additional point. I can see, if only one or two SMs are selected for the Gulf LNG deal, the remaining party (if the remaining party is not XOM who already has a deal for train 3) might try to take out IOC lock stock and barrel through the front door. THIS event could send the pps soaring. Likely not the best long term benefit for longs but short term could show the most dramatic pps elevation.

