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LNG macro analysis, page-13

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panorama

3,407 Posts.

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14/04/18

13:00

Post #: 32454991
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Originally posted by mrwalker ↑

The possibilities are many. At present I'm more concerned with the upcoming quarterly due in a couple of weeks. The language GV uses when updating BTA progress will be intensely scrutinized.
Progressing, finalising, ongoing negotiations, detailed negotiations etc etc are amongst terms we've seen used too often already. Time for them to put away the thesaurus.
Fingers will be poised above the buy/ sell button in anticipation of its release. There can be no room for bull***t at this stage. It is critical to get a clear definitive picture of where we stand without the usual commentary that never lives up to expectations.

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It is what it is. Baupost and Valinor have invested tens of millions of dollars in LNG and at much higher prices to current SP. That is telling. They are obviously very confident that LNG will get over the line.

I'm more concerned by that than the language GV uses.

Last edited by panorama: 14/04/18

LNG Price at posting: 45.0¢ Sentiment: Buy Disclosure: Held
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