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Klarman bets the farm on Cheniere, page-2

  1. Timbogold
    1,049 Posts.
    lightbulb Created with Sketch. 455
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    04/02/16
    22:28
    Post #: 16945901
    Absolutely 007. Polarised bets on Cheniere. And Seth's exposure doesn't suggest anything but perceived value at these levels.

    What will he make of LNG getting FERC NTP and another BTA ... ?

    Certainly don't expect him to exit anytime soon.
    LNG Price at posting: 64.5¢ Sentiment: Buy Disclosure: Held
    Likes Created with Sketch. 7  Upvote
    lightbulb Created with Sketch.  Great analysis
    Stroke 3 Created with Sketch. Comments Created with Sketch. Reply

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