If Im a potential customer, and knowing this gas glut wont be...

If Im a potential customer, and knowing this gas glut wont be wiped out to say early 2020 at the earliest (although China is a wild card, but noting as well LNG regassification cant be built overnight so world demand will take years to grow particularly in low credit grade countries) then Im pushing for the hardest deal possible.

I would wait until the very last moment to sign to extract the best terms from various projects out there. i would need to show my Board that I extracted the best possible deal for a 20 year supply deal.

Maggy would be pushing certainty, and potentially the best price, but without that first bankable customer our pitch that we are best positioned to lead the second wave is weakened. One look at our share price shows you that.

Lets hope that the team and the Board has a circuit breaker out there to get that first bankable customer in.