07-24-2014, 12:29 PM
Art; I think PM already tried the quick path to LNG? FID 3 months after certification?
Getit; I was clear that the upsides you mention are not in the PPS or my model unless they occur.
I'm guessing that FCF in 2020 from IOC's E/A share to be around 1.25 billion dollars/year. (36% of 7MTPA+condensates).
My model has been fairly correct now for almost 7 months.
Getit; I was clear that the upsides you mention are not in the PPS or my model unless they occur.
I'm guessing that FCF in 2020 from IOC's E/A share to be around 1.25 billion dollars/year. (36% of 7MTPA+condensates).
My model has been fairly correct now for almost 7 months.