LNG macro analysis, page-1766

Frank,

""With the countdown to 1st January 2020 continuing throughout 2019, adoption of LNG as a marine fuel is set to accelerate, Cadden said, noting that LNG provides the shipping industry with the opportunity for a “safe and scalable fuel to meet global marine energy demands.”""

This Cadden guy makes a lot of sense. One could not possibly argue with the points he has put forward. He understands it and explains very simply. Perhaps we should get our crew to offer him a job and get HIM to promote our LNG to the rest of the world.  Maybe with his expertise he can explain that WE are infact  shovel ready and have been for quite some time.  Let those that are interested know, that WE have all the approvals that others are still chasing .  One might even suggest with his experience, know how and REPUTATION in the LNG industry he might be able to convince some of the fence sitters to actually sign on the bottom line. Surely he cannot be any worse then the ever growing group of credentialed gentleman that are slowly whittling away what money we have left in the form of very generous salaries. How good would it be to have a job where you get handsomely rewarded but show little in return.  Sounds very much like some of the politicians we have running around our Parliament at the moment given themselves pay rises at every opportunity . It's the only thing these guys seem happy to agree on.

Getting back to Cadden. He  looks to me like the type of guy that can actually SELL our story to the masses out there who are almost ready to commit but just need that extra little push from somebody who appreciates the urgency in getting things started sooner rather then later.

I hate to say it, plenty probably don't want to hear it, but the record clearly illustrates our guys would have trouble selling a cold drink to a thirsty soul on a hot day. God I wish I was wrong. I wish I was so wrong.
Seriously, I reckon they all carry around a book of excuses with them as to explain why it's taking ever so long.
WE all remember a while back It was all about the oil price, which then recovered,  and now it's all about the trade war. It's almost as if these guys embrace these setbacks because it releases the pressure and then conveniently lets them off the hook when a deal isn't done.


It's a terrible thing to contemplate given I am and have been a very long term shareholder, but the proof unfortunately is in the pudding.
As shareholders we are at the mercy of these guys . The difference between the two groups is currently, one continues to enjoy their very nice salaries, whether they actually enjoy success or not, whilst the rest of us slowly watch our share portfolio values disappear .

Forgive me for saying so, but something just doesn't seem right about that. 


Cheers.