SXY 0.00% $4.60 senex energy limited

SXY might be enhanced after wholesale CSG rejection in NSW,...

  1. 32,879 Posts.
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    SXY might be enhanced after wholesale CSG rejection in NSW, their upstream assets in Coopers will be worth more by the political decision and the NIMBY syndrome affecting yet to go online projects such as Narrabri. Existing upstream sales, usuable reserves/ assets will become more valuable as barriers to entry for others, such as STO, increase. An AFR commentator 2day suggested STO might "collapse". Existing upstream get a kicker, midstream and downstream players rack the cash and manufacturing gets devastated by gas shortages. Great business for SXY to be in at the right time by the looks.
    Last edited by JCoure: 21/03/15
 
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