Ann: BAML US LNG Prospects Conference Presentation, page-45

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mmartin

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12/03/18

12:24

Post #: 31686358
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Originally posted by mrwalker ↑

Not sure I properly understand the point of this presentation. Seems to be targeted to prospective investors again, of which we have plenty. It's the customers we want, of which we have 1, well sort of anyway. As far as page 13 is concerned, we've been told for some time now that they have been in discussions with various groups totaling some 24 Mtpa, so nothing new there. What I did read is that they appear to be in discussions with Meridian to extend their FID date yet again from the March 31st deadline. What can we deduce from that? Probably that we still need them more than they need us. I'd love to hear thoughts from better informed posters than myself on that one.

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“What I did read is that they appear to be in discussions with Meridian to extend their FID date yet again from the March 31st deadline.”

Mrwalker you raised a good point, I hate to say it, but if contracts were close this wouldn’t be an issue.

Last edited by mmartin: 12/03/18

LNG Price at posting: 48.5¢ Sentiment: Buy Disclosure: Held
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Ann: BAML US LNG Prospects Conference Presentation, page-45

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