2 thoughts on “Morgan Stanley on IOC’s LNG deal with EWC”

  1. So after Evan’s meeting with management is the Napa Napa plant now off the table?
    In Evan’s assumptions they are using 4×2 instead of 2×4 valuation.(page 3).

    Or is this just something that showcases earlier monetization and cash flow and IOC’s ability to fund a napa napa plant on its own later on?


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