LNG liquefied natural gas limited
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Oil macro analysis, page-31

  1. mwilson25
    2,836 Posts.
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    25/11/15
    10:57
    Post #: 16472207
    I agree. However, what we have seen is that high cost competitors, rather than being driven out of the market, have mostly embarked on quite successful cost cutting programs. While some may go broke, mostly the low oil price strategy is turning high cost competitors into low cost ones. IMO its a back firing.
    LNG Price at posting: $1.20 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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