I did point out a couple of weeks ago, there was an increasing...

I did point out a couple of weeks ago, there was an increasing likelihood of a market pull back which would take LNG with it. This was based on my belief that asset prices, inflated by QE easy money which ends this month, would likely suffer increasing volatility. The bank sector for one, is down 10%+ since recent high.

The simple reality is LNG is now down ~15% midway between the 10-20% range I mentiond.

Not pretty of course.

But when I reflect on the insights shared by those attending the recent investor seminars, the imminent NA site visit, not to mention near term milestones (by YE) and those to June 2015, LNG continues to deliver and has significant upside from here.

But there will be bumps. And today is one of those days.

So (some of) that spare cash will now be deployed.

And some will remain ready to deploy.

Meanwhile, MB & team remain as focussed as ever.

And that's why I continue to buy and have supreme confidence in LNG despite market volatility.

Innate value will continue to be unlocked.

It's just a matter of time.

But you have to stay vigilant.

Go LNG!