All in one place..
- The 100 page CSP agreement with Mitsui
- Some salient points and discussion here
- Petromin’s financing for the CSP already done?
- The IMF verdict of PNG
- China driving up gas demand
- Two great posts indeed
- New resource estimate before year end?
- Part II
- GLJ’s characterization of Elk/Antelope
- Something Tilson “forgot”
- Extra: Palm’s Free Cash Flow Spreadsheet
- Extra: BernsteinResearch on PNG, OilSearch
Thanks again STP. Nothing like a nice, well put together IOC synopsis over coffee on a Saturday morning…