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16:20
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Originally posted by stevehoff
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So this values LNG at $1.00 per share taking into account the risk factors, and represents a decrease from previous valuations due to the lack of BTA's. From an analysts perspective, this is a strong outlook and the milestones that need to be achieved are clearly laid out (not that we don't what they are by now). But they see LNG as being "uniquely positioned" in terms of approvals and progress, and despite lengthy delays for a BTA (which I see as being largely a result of market conditions and not necessarily a failing on the part of management), remain confident that this box will be ticked. I am an LT holder, currently sitting majorly in the red, but I have held on because the fundamentals are there and bought more recently as I perceived a great value buy. Improving market conditions I believe will lead us to signing these tolling agreements, and I am sure we will be looking back 12 months down the track talking about the roller coaster ride we have been on.
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Your name should be SteveFoff, or steveoffhead. You really think it’s the market condition that is lacking and not management. Why are deals being done and we are left with excuses. I will say there is no way in hell we are out in front by 30months. And that write up smells like a farse to me.
