LNG macro analysis, page-1753

Interesting timing tho Frank. You'd think that if the trade spat is progressing well and Trump doesn't increase tariffs on 01Mar19 then the timing of LNG2019 (01 to 05 Apr) and location (Shanghai) couldn't be better for signing those deals with our customers.

Maybe that's what's going on - IDG have it all lined up for us, waiting on trade clarification, then waiting for GV and Co to visit China for LNG2019.

Could explain the silence from management too - nothing to announce until early to mid Apr19?

Maybe turn off the computer until end Apr and then have a peek to see what the SP has done