LNG macro analysis, page-2425

Can only surmise with IDG, however Baupost were fortunate to take 'advantage' as it were of the temporary stay in SP slide due to the LNG9 offer.

Able to offload in range of 11's - 16's for much of the time I guess, while anyone else who's had enough is faced with today's offerings.

You queried a month or so ago Fox whether the LNG9 offer was even genuine....it flashed through my mind also, more recently. To suggest anything else, (that it was a ruse), would be preposturous I tell myself!

But then again if during the peak, (when our holdings were in excess of 1.5m worth), had you asked me to envisage THIS scenario, I'd have said preposturous to them.

There used to be some banter on these threads as delay after delay was encountered, and assurance after assurance given, that we "were always shovel ready".

Maybe one ought to have considered then, in the context of what has come to pass, that those very shovels were for replacing the soil over our coffins.