Great post Occam
I think you're on the money there. And if US LNG does start hitting asian markets in the future, which I have doubts about, I think CP would be in a position to mitigate against any impact on Gas prices due to their large presence in this market.
Re your final comment, Directors of listed companies must be the most patient guys around and the shareholders the most impatient.
DISCLOSURE: I do not work in the finance industry, nor do I hold a management position in a company which has an EFSP (Employee Free Share Plan). I would be interested to learn how many of my antagonists can make this statement
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