I believe the contracts are easily canceled from either side depending on FID. On Delfin’s side the contract is written so no break up fees are required if no FID. The buyers get very low prices including increases in gas quantities if FID is executed.
Uncle Teddy, you know that, I know that and some of the core OG's know that. Going public is the only path for them, just the timing we don't know. Delfin has the ace under their sleeve and that is TGLO. Have you ever figured out what "Less is more"? And have you ever wondered why your football fan friend always downplays this, although he is irrelevant.
Strategic investment from the buyers and companies like Devon and Mitsui are what’s paying the bills for now. Banks will back FID with these contracts in place