LNG 0.00% 4.3¢ liquefied natural gas limited

Free Falling, page-14

  1. 6,786 Posts.
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    Not wanting to argue just discuss options in a creative way. Those contracts you mention are signed as the people who sign them have a market for the stuff and those markets lock in supply at a price so they have certainty...but the point is the markets are becoming smaller and the demand perhaps weaker ATM while other options are explored. It shows that there is no clamor no more...at least at this time and whilst current conditions prevail. Imagine LNG having already built two trains and the gas rolling in and the LNG rolling out. The last two trains would be booked and funded in a heartbeat. The time gap is the issue and that is cooling market demand while they all jostle for a better deal. Sooner or later one side has to say OK...lets do it. Their customer agrees to a certainty that guarantees supply for the long term and at a fair price I don't see a few delays here and there killing LNG just the short term share price. Strange how the chart is mirroring itself from a short while ago...
 
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