I Feel the LNG Love!, page-51

For those in the know how the markets work in the US LNG market along with the now North American LNG market, just view and study the charts and history of Cheniere.

From someone in southwest Louisiana, 20 miles from Lake Charles, Cheniere is just the beginning of the story of LNG exports out of North American and the US. Cheniere took a broken company and changed the dynamic for every LNG export company moving forward because they had vision and big insto money to get started. Its true that the first to market makes the most but it also opens the door for the little guys like LNG-L to get in the game in a country whose future is going to be built on the energy revolution and the need for Europe to end their dealings with Russia and the Middle East for fuel needs.

In that time, oil crashed and even further changed all the dynamics here from a profit standpoint which basically ended the ability of major energy companies to build outsized plants and make a profit. The only projects that will get off moving forward in the US are those that are small, cheap, and in the right location with skilled workers to make it operate from the construction/operation standpoint.

Add to that the "connection" with one of the North American greats in the energy business in Richard Kinder via Kinder Morgan, and you have the makings of a great "mid scale" energy company investment that US markets will lay multiples on that easily see 10 to 15 dollars in 12 to 18 months now that we have assurances that the first plant will be constructed and export in the US. From this point on, knowing the US has one of the worst processes for a foreign business to get a license especially in the energy complex, LNG should easily get through Canada with Bear Head. That only leaves the Aussie gas problem to what is a great story for an investor looking for a 5 bagger depending on how the overall market performs.

Now looking over Cheniere's charts, there will be ups and downs along the way along with the US dollar issue and the direction it is taking so buying right here might be iffy as I think we test some lower levels on the way higher during the summer. Passing on this project and investment, from someone who sees it first hand, is just passing on Apple stock because you don't own an IPhone