Deal presentation

[Tree]

AGAIN - - - good deal if we get more %age of OSH and higher CVR value

So we have 2 things to vote on right?  The first is the PM vs MH round of pink and blue ballots.  The second is in July to reject the offer.  It seems PM is the closest thing to a white night but what is his strategy now?  Agree that IOC must be sold but at much better terms.  It seems PMs issues are now moot.  So do vote for or against those.  If he wins then who knows where this will go.  For me the only thing that matters is getting a better deal.  If PM somehow gets in control I fear a major screw up

This is a better deal than you  think.   It's time weighted and if you take the moving parts priced at year end,  it will likely surprise you.  A PM deal pretty much trashes this deal imo.   PNG govt is also an issue here with  elections in July.  PM deal is a disaster in waiting likely, another blocked deal......too short memories by us all.......use your heads....imo

Ditto  and now let's move on Santos, bring in Asian utilities to Papua LNG JV and have both LNG projects JV partners aligned and develop as economically advantaged as possible.  OSH is now a morer huger takeover target and if OSH survives Botten will elbow both Patrick and Rex to get our best deals while PNG has our back.  This is alot better than first blush.