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Why Gulf gets an LNG Project
#1

This Feb. 27, 2013 interview and Presentation video was posted on SHU earlier, couldn't find that thread.  This is chock full of info and lays out why Gulf LNG will get an LNG Project and an XOM PNG LNG SPA and why Gov't is supportive.  Shorts are so _ _ _ _ _ _.

http://www.emtv.com.pg/news-app/item/res...episode-56

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#2
Well productivity:
'1 IOC well = 4,000 Aussie CBM wells'
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#3
Phils dream of modular may be coming true. Look at EWC stock price. Morgan has a research report on Chart looks good also. Anyone want a copy?
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#4
I'd like a copy. Can you PM it to me or how?
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#5
Thanks Tree, It's a great interview and presentation, and I would remind anybody who hasn't taken the time to watch it to do so. Well worth it - pun intended.
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#6
Yep, this is the P Mulacek piece I posted this spring. Phil in CC is not as good as he is in this piece. Very relaxed and matter of fact. No "pieces of string" needed.
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