usa indexes to fall back.hot shares too., page-27

Ace, I think the speculation is that BOW will get brought out or merged (Arrow makes the most sense). They don't have the capital required to build the infrastructure. It's obvious more consolidation in hand.

So AOE brought Tipton West, that was expected. I'd imagine an AOE deal with BOW would be a bit of cash and scrip.

Its obvious the LNG is seen as a future source of fuel as its easier to get to than oil over the coming years. Gas prices were in a bubble just like oil, most the buying was by Morgan Stanley and Goldman Sachs, and had no reflection on underlying real world demand.

When companies like BG, Shell, Connoco Phillips and Petronas are investing in the sector you'd assume they're onto something.

Downside risk in CSG is picking a coy that won't get taken out. I'd say risk in BOW is better than say BUL.

I think we all know its a speccy too.

Mr D holds.