Always, an excellent read jk!!!! Let’s not forget that most of...

Always, an excellent read jk!!!!

Let’s not forget that most of the hard work was done before GV joined, and a big part of LNG getting it’s approvals can be put down to Phillip Moeller (the second longest serving former FERC commissioner) who joined LNG in December 2015.

As you mentioned, a lot rides on whether IDG holds tight; and if inroads haven’t been made by March you’ll come out “all guns blazing”, personally I’d like to see that as I reckon you would certainly be a force to be reckoned with!!!!

By March though, you might be thinking you should have come out all guns blazing in March 2016!!!!

There’s no doubt 2019 will be a good time for executing deals, with US natural gas stocks about to begin their historical decline combining with the Northern Hemisphere winter demand we’ll know soon enough whether GV will get the job done. Keep in mind though that China is sourcing more of their LNG elsewhere.

As far as other’s comments on this thread about Maurice Brand versus Greg Vesey, Maurice was the original MB, and he may have speculated to a degree, but not the degree GV and John Baguley have speculated to share holders and the market, here is just some of their speculation over the last two years


12/16 “As we finalize LNG offtake agreement efforts”
01/17 “We will be moving to finalize firm offtake agreements in the New Year”
03/17 “Construction on the Magnolia facility is expected to begin later this year”
03/17 “In discussions for more than three times the 8mtpa capacity of Magnolia”
03/17 “Construction at Bear Head could start by as early as next year”
03/17 “Forecast FID in July 2017”
06/17 “Expected to have the whole facility contracted in the next 6 - 12months”
08/17 “Likely finish selling remaining capacity at the Magnolia project by the end of 2018”
08/17 “Outlook remains bullish”
10/17 “Confident of signing offtake agreements with credit-worthy buyers later this year or early in 2018
11/17” “We hope to have it done by now to mid to 3^rd quarter 2018”
12/17 “Talking about deals up to 25 m tons just to see what's real and who's going to sign first”
05/18 “Buyers of LNG are no longer balking at contracts”
05/18 “Contract talks have picked up significantly this year”
05/18 “Buyers are willing to sign 20 year deals”
05/18 “When we got back from holidays, the phone started ringing like crazy”
05/18 “Meanwhile, demand has taken off”
05/18 “Expected to make that call by the end of the year”


As always jk, a very positive post, still wish you were either on LNG’s or the ‘Cupboards’ BOD!!!!

Love ya woik!!!!