Don't forget that the ASX doesn't have that many medium sized infrastructure companies. All you need to do is look at the market cap of the top 20 in the ASX 200. Most of the medium size energy companies in the US would be in our top 20 if not top 10. Australia just doesn't have the frame of reference to understand the US energy market.
LNG Price at posting:
$3.49 Sentiment: Buy Disclosure: Held