fundamentally speaking, page-5

The key take away from the AGM was MB's statement that LNG is "really a utility stock, not an energy stock".LNG is just "clipping the ticket", on the way through ,providing a service,and does not need to buy gas at all.However, the market is nervous about energy prices and, has and will ,somewhat irrationally for now ,mark it down.A good trader will no doubt make money out of this disparity.Long termers will not change their positive view however ,as they know BTA's will be signed in the near future and that will be the basis of the valuation.

A nice bonus on future income may well be that it will be in $USD.If the Aussie goes a lot lower ,that will come in handy for Aussie shareholders.