07-03-2012, 07:23 AM
From Yahoo, interesting guy, Bertl with quite a specific list which is pretty favourable, I would say.
I guess another addition could be:
10) The dry gas is/isn't going to be re-injected. Would be interested in opinions of others on this. Personally I think he's likely to be quite on the mark.
Quote:My opinion is:
1) EWC Flex are out of EA
2) JKM will win
3) It will be a traditional plant with first production in 2018
4) IOC will sell more tha 50% of EA
5) It will be for less that $2.50
6) The operator will not be Mitsui, COP, or BP. It will be a an Asian O&G company
7) Its very likely that mitsui will not be on a tolling mode
8) The LNG plant could be relocated.
9) IOC will SD another 20% of T2 within the next 18 months
Just my opinions,,,nothing more. No secret info source.
I guess another addition could be:
10) The dry gas is/isn't going to be re-injected. Would be interested in opinions of others on this. Personally I think he's likely to be quite on the mark.