With all due respect much of what you've raised above could quite easily be extrapolated by someone with the most basic understanding of economics.
I think GV did a fine job communicating the road ahead in the latest annual report. From day zero he has earmarked 2022 as the approximate time at which the shift back to parity within the LNG market occurs, this is in line with market analysts also. What more do you want?
LNG has full regulatory approval whereas many of its competitors who plan to build and meet the coming demand do not. This cannot be understated.
I expect the next 12-18 months to be huge for this company. The closer we are to exhausting the LNG glut, the more secure I become that the LNG game changer is just around the corner.
