01-29-2014, 02:37 AM
This is all just pump talk by OSH obviously. They have mentioned this "ongoing discussion" several times now and surely have had time to conclude any talks and take action if anything is truly going on. They need to get their pps up to A $8.55 pronto for the exchange bond deal to be net $0 for PNG, so they talk about this possibility and the fact that XOM is now saying that LNG production is expected to be higher than initially expected. Until it happens it's obviously not worth talking about.