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re: Lnglf.....who has been stocking up?
Posted on 12/17/14 at 9:03 am to L S Usetheforce
Posted on 12/17/14 at 9:03 am to L S Usetheforce
You say next summer, like 2015?
FERC approval by Feb 2015?
FERC approval by Feb 2015?
This post was edited on 12/17/14 at 9:04 am
Posted on 12/17/14 at 9:28 am to I Love Bama
Yes June 2015, they should break ground.
They expect to export by 18
They expect to export by 18
Posted on 12/17/14 at 9:29 am to L S Usetheforce
Just tried to buy some. Can't buy with vanguard.
Posted on 12/17/14 at 9:32 am to I Love Bama
This may have something to do with price bump......
But according to hot cooper a large purchase(almost 6 million shares of LNG:asx) was made.
LINK
But according to hot cooper a large purchase(almost 6 million shares of LNG:asx) was made.
LINK
Posted on 12/17/14 at 10:25 am to I Love Bama
quote:
"Just tried to buy some. Can't buy with vanguard. "
buy LNGLY
LNGLF V LNGLY
NOT 40-1 any longer, but 4-1
This post was edited on 12/17/14 at 10:36 am
Posted on 12/23/14 at 9:05 am to Ole War Skule
LINK
quote:
NEW YORK, Dec 22, 2014 (BUSINESS WIRE) -- The recent nearly 50% drop in oil prices may slow the momentum behind the development of U.S. liquefied natural gas (LNG) facilities, according to Fitch Ratings. Oil price declines have weakened global LNG prices and could increase Henry Hub gas pricing, weakening current U.S. LNG project economics.
Traditional LNG sponsors have been supermajors and national oil companies with a diverse portfolio of assets and strong credit quality affording them the opportunity to make through the cycle investment decisions that consider their long-term production and reserve profile. U.S. LNG sponsors have tended to be nontraditional including smaller, less diversified international oil companies and utilities, with more limited financial resources. This generally requires them to secure tolling arrangements with fixed-price availability payments ahead of financing.
The recent drop in oil prices has tempered longer term market oil price expectations, which could challenge off-take contract negotiations creating delays and/or changing the terms of tolling arrangements. The oil and gas price outlook is a key component for a sponsor to make a final investment decision and/or off-taker to sign a long-term (e.g. 20-year) agreement. LNG project economics rely on a generous spread between oil-linked LNG and natural gas feedstock prices. Spread volatility, as illustrated by recent price movements, may challenge favorable long-term assumptions driving development of additional U.S. liquefaction capacity.
Low Henry Hub prices in a robust oil-linked LNG pricing environment help support the U.S. LNG value proposition. However, expectations that increasing global oil supply will exceed tepid global demand growth in the short-term have led to sharp oil price declines and weakened global LNG prices. A prolonged, material reduction in U.S. shale oil-directed drilling could result in lower associated gas volumes potentially leading to higher Henry Hub prices.
Fitch expects natural gas prices to remain subdued over the next several years, excluding short-term volatility from weather-related demand, and oil prices to improve. This should keep the U.S. LNG value proposition intact -- Fitch long-term oil/gas price ratio of 17.0x -- for projects currently under development. Nevertheless, the oil price drop could slow the momentum behind new U.S. LNG facilities in the Federal Energy Regulatory Commission approval queue. The recent oil price decline as well as idled LNG regasification facilities in the U.S. should act as a reminder of the financial risks associated with these costly, long-dated directional bets.
Posted on 12/25/14 at 10:08 pm to sneakytiger
What are people holding here, LNGLF, LNGLY, or both?
Posted on 12/25/14 at 10:29 pm to catfish 62
So what's the outlook on this?
Posted on 12/26/14 at 9:28 am to catfish 62
I've got LNGLF, but only because I didn't know about LNGLY when I bought in.
Posted on 12/26/14 at 2:16 pm to L S Usetheforce
quote:
Yes June 2015, they should break ground. They expect to export by 18
Key words are should break ground. That's if its built at all
Posted on 12/29/14 at 10:15 am to joeleblanc
Other players beginning to pull out
LINK
LINK
quote:
Recent global economic conditions—including, among other things, a steep
decrease in the price of oil—have created uncertainty regarding the economics of the Project. In
light of these changes, Excelerate has conducted a strategic reconsideration of the economic
value of the Project and has determined to place the Project proceedings at the Commission on
hold pending a change in circumstances, either generally or from the renewed interest of
potential counterparties.
Posted on 1/20/15 at 12:01 pm to sneakytiger
LNGLF is down @ 1.80/share
LNGLY is down @ 7.22/share
What's the word? Are you guys still hot for this?
I see a lot of similarities with this and Chenier Energy (LNG) that I rode from $12.25 up to $80+ at one time. I want to pull the trigger, but the drop in oil ran the price down on this, whereas Chenier Energy is still trading very strongly around $75.
LNGLY is down @ 7.22/share
What's the word? Are you guys still hot for this?
I see a lot of similarities with this and Chenier Energy (LNG) that I rode from $12.25 up to $80+ at one time. I want to pull the trigger, but the drop in oil ran the price down on this, whereas Chenier Energy is still trading very strongly around $75.
Posted on 1/20/15 at 3:55 pm to Clyde Tipton
I'm still holding onto my LF
Posted on 1/20/15 at 4:10 pm to Buga_Scores
I've got 500 shares of LF at $1.68 average. I'm holding on for at least the next big swing. I have confidence it will swing back up with the rise in oil.
Posted on 1/20/15 at 5:12 pm to LSUGUMBO
New Partner
New Patent
New Info
China knows
I HOLD 10,000 shares.....the boom is coming....they have the best two markets we want Australia and Canada.
New Patent
New Info
China knows
I HOLD 10,000 shares.....the boom is coming....they have the best two markets we want Australia and Canada.
Posted on 1/20/15 at 6:42 pm to L S Usetheforce
quote:
L S Usetheforce
I already made a nice profit in this one when it initially started moving upward. How big of a "BOOM" would you guess??
Posted on 1/20/15 at 7:13 pm to jlu03
The boom will come if and when they ink their customers to long term, guaranteed deals. That is supposed to happen sometime between now and when they expect to close their financing in July (no customers = no financing = no project). Any other news outside of FERC approving their permits is fluff.
This post was edited on 1/20/15 at 10:41 pm
Posted on 1/20/15 at 8:09 pm to sneakytiger
FERC approval February IMO.....and they have just got the financing money if you read the article.
Posted on 1/20/15 at 9:46 pm to L S Usetheforce
So which would you buy lnglf or lngly?
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