IOC negotiators have secured bottom lined PA amendment. Word 'had' can now be used to describe a bid list of 6. Now 'have' is used to refer to only pair remaining. JKM which offers a bit less $/M with financing throughout first 2 trains and guaranteed OT's at going rate and IOC remains upstream developer. French giant able to pay more $/M, pay cash for CSP and LNG and take larger equity stake. Option 1 better for IOC in 3 yrs. Option 2 near buy-out numbers and IOC controls all other prospects with SM JV offer. Option 2 profound effect on pps on announcement. Goal by 12/28. Expect sooner if todays meetings deliver.
The number of positive recs on your post indicates how starved for positive feedback most everyone is.
However, all you present is speculation.
The real votes will come after something official is announced.
Sentiment: Strong Buy
JKM has been in the mix at 3 times what the shorts say plus financing for years its been said. Total surrounds the IOC leases now and why not take out the middle and why wouldn't Total bail out the PNG govt with a buy down of the PNG govt ownership. Then we have a true Super Major presence on PNG.