STO chart, page-12

It's my opinion that some kind of agreement to curtail LNG production while the Asian glut exists is the most rational economic outcome. That represents to me the base case.
If the market is as I suspect pricing in a complete scrapping of 1 GLNG train then there is no risk in buying at $3 or so.
There is only in my view a strong probability that things will turn out less worse than the market expects. I am speculating that some kind of announcement from the Aussie govt. to this effect could turn up and rerate the stock.
I have been getting pounded by the STO dog for the last 24 months though and only breakeven at $3.5. These things turn around when I expect it least I have found.
I don't have special insights or knowledge I am just the most bloody minded person on earth. Doesn't matter if it takes another two years.
Really appreciate the wonderful info from Value Hunter and respect his right to disagree. I have read most of his links and learnt a lot but still not how I am wrong.
It seems to me another example of Mr Market knocking on my door with wild bloodshot eyes and saliva drooling from his mouth.
I am really happy to engage with him when he gets like this - in years to come he will certainly come to his senses and regret dealing with me.