Totus are the guys who've been talking LNG down all the way...

Totus are the guys who've been talking LNG down all the way along. They've been burnt several times in the past going short. In fact one of their shorts, although a relatively small part of their total portfolio, performed so badly it significantly impacted their entire portfolio's performance for a quarter. I place little credibility on anything they have to say. They seem to have only a surface level understanding of things (and that's not restricted to LNG).