LNG liquefied natural gas limited
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Valinor and Baupost Share Stats, page-8

  1. 8horse
    34,462 Posts.
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    26/09/15
    09:33
    Post #: 16065130
    Both Valinor and Baupost are under water now.

    Baupost is currently on hefty paper loss about -40%, US$32m off its total outlays of US$82m.

    It looks odd that both Seth Klarman and Carl Icahn have been so bullish about Cheniere Energy and still adding holdings.
    LNG Price at posting: $1.38 Sentiment: Buy Disclosure: Held
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    lightbulb Created with Sketch.  Great analysis
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