TFC

[TFC @TheFinCurator]

@respeculator Suspect some conversation around beetaloo opening up Darwin T2 - is that a better investment than papua LNg?

Perhaps so if the wells work

[TFC @TheFinCurator]

@respeculator Unit product costs

I think they could be in a very strong position to benefit from higher risk premium for Middle East gas.

IF Beetaloo works…they could expand DLNG (up to 10mtp) and fill GLNG.

[TFC @TheFinCurator]

@respeculator Yield too high.. Isn’t capex closer to 2bn? Lease costs growing as well with Barossa which isn’t included in UPC.

Interested to see what they say at investor day re aus portfolio

[TFC @TheFinCurator]

@saulkavonic That is of course if these facilities can stay filled. Let them invest in gas fields!

[TFC @TheFinCurator]

@respeculator @dcb30a If you think LNG markets are tight with serious upside over the next few years why wouldn’t you just buy venture global with higher spot exposure to earnings and cash flow. Woodside and santos more sensitive to oil given pricing slopes.

[TFC @TheFinCurator]

@mineralstocks @respeculator Gasoline cracks correcting pretty quickly but diesel and jet still insane….

I suspect giving back a lot of margin at the pump.

[TFC @TheFinCurator]

@respeculator @dcb30a Look up INPEX acreage deal with Daly Waters (Brian Sheffield). First step to getting some serious capital into the basin.

[TFC @TheFinCurator]

@LukeyTrags They are rarely naked short in this name

[TFC @TheFinCurator]

@respeculator Woodside isn’t 250. More like 180-190. Rest is trading which is 10% margin on avg

[TFC @TheFinCurator]

@JavierBlas There was a material premium in Brent already priced in. One of the most flagged potential conflicts in history. Don’t think of the one day move think of the move from 60…albeit if Hormuz does not open soon then energy products will move a lot higher. Clearly this is not priced

[TFC @TheFinCurator]

@claudedwalker Ouch!

[TFC @TheFinCurator]

@LukeyTrags 10-15/t increase to the QLD future cost target. At c13+ million tonnes that’s well over 100m in additional cost coming through consensus.

Unless macro / coal prices push higher I think it’s a solid avoid for now until it all flows through the markets numbers.

[TFC @TheFinCurator]

@respeculator Thoughts on emerging plays in Taroom trough / Beetaloo?

[TFC @TheFinCurator]

@ARichLifeAu Very well said mate. You’re never as smart as you think you are on the way up and visa versa. Keen to see how a lot of these companies report. The patient investor always wins in the end 👍🏼

[TFC @TheFinCurator]

@pup_st Let’s see how US reacts

[TFC @TheFinCurator]

@ShaneOliverAMP Costs and subsiding the loss of gross profit in tobacco / other non fuel

[TFC @TheFinCurator]

@onslowshipping MIN COAL!

[TFC @TheFinCurator]

@Mathan_Soma What do producers start doing with the cash now? Who is getting bought.

[TFC @TheFinCurator]

@onslowshipping I just did a quick google search and the ship said tanker - so wasn’t sure if it was a gas tanker. Also says it’s bound for Netherlands. Just asking out of curiosity not saying your information is incorrect !