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.
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- Klarman bets the farm on Cheniere
Absolutely 007. Polarised bets on Cheniere. And Seth's exposure...
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