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sneakytiger
LSU Fan
Member since Oct 2007
2078 posts

re: Lnglf.....who has been stocking up?
Anyone get to ride MPET up? Cheniere's former CEO and a BG guy are recapitzaling it to build a new LNG plant in LC area. Big capital commitments already from GE and Total. More competition for LNG limited.
This post was edited on 1/13 at 3:46 pm


Linkovich
Army Fan
crater lake
Member since Feb 2007
9416 posts

re: Lnglf.....who has been stocking up?
Mpet did what Lnglf was hoping to do. Where you in it Sneaky?


L S Usetheforce
LSU Fan
College Station
Member since Jun 2004
19679 posts
 Online 

re: Lnglf.....who has been stocking up?
Except they don't have every Ferc commitment and the only Canadian pipeline.


SDVTiger
New York Yankees Fan
Cabo San Lucas
Member since Nov 2011
13831 posts

re: Lnglf.....who has been stocking up?
Got in at .41cents

Whats your prediction on where its going LSUtheforce?

Should i buy more at .67 or will it dip down then buy?


L S Usetheforce
LSU Fan
College Station
Member since Jun 2004
19679 posts
 Online 

re: Lnglf.....who has been stocking up?
It's been so dormant I can't really say, my position is 30k shares @ 1.07. I just keep up with hotcopper and google and buddies in lake
Chuck in the business.
This post was edited on 1/14 at 9:03 pm


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sneakytiger
LSU Fan
Member since Oct 2007
2078 posts

re: Lnglf.....who has been stocking up?
Don't own it but am a buyer if it drops down to $7-8. I looked at it when they announced the merger at about $5. MPET shateholders will own 5% of the post-merger business. It's overpriced now, value at $1.5 billion.


L S Usetheforce
LSU Fan
College Station
Member since Jun 2004
19679 posts
 Online 

re: Lnglf.....who has been stocking up?
More booms are coming...

LINK

1 down 1 to go
This post was edited on 1/23 at 9:42 am


Buga_Scores
LSU Fan
L.C
Member since Jul 2014
1639 posts

re: Lnglf.....who has been stocking up?
quote:

non-binding Heards of Agreement


The only crappy part


L S Usetheforce
LSU Fan
College Station
Member since Jun 2004
19679 posts
 Online 

re: Lnglf.....who has been stocking up?
True...but shows consumer confidence in global LNG is on rise in my opinion after going dormant for 3 years....businesses are shopping looking for the best deals.
This post was edited on 1/23 at 10:13 am


ntgreek00
LSU Fan
Metairie
Member since Sep 2013
292 posts

re: Lnglf.....who has been stocking up?
Have they broken ground for the Lake Chuck project?


GeneralLee
LSU Fan
Member since Aug 2004
8142 posts

re: Lnglf.....who has been stocking up?
On the yahoo board for this stock, someone posted that the link below indicates they are starting to hire for the Magnolia facility? Any truth to that?

LINK


L S Usetheforce
LSU Fan
College Station
Member since Jun 2004
19679 posts
 Online 

re: Lnglf.....who has been stocking up?
Not only that also heard recently a rfp for housing of construction workers was sent out.


GeneralLee
LSU Fan
Member since Aug 2004
8142 posts

re: Lnglf.....who has been stocking up?
I read through most of their investor presentations today. One major thing that seems missing is their projected earnings on the projects, assuming they come to fruition. They talk about how their technology is lower cost and give a rough ballpark of what their cost per unit would be, but no estimates of what their margins would be on their costs.


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Jp1LSU
LSU Fan
Key West
Member since Oct 2005
730 posts

re: Lnglf.....who has been stocking up?
I'd like to get a legitimate update and timetable. It appears to me as though they are working on contracts, if there are enough contracts to make it feesible they will break ground. After they break ground 5-7 years before they start pumping/shipping. So best guess is that it will be 2023 before they ship they're first drop of lng?
Does anybody know anything that contradicts what I've heard?
I was under the impression several years ago that they'd be finished with construction by 2017/18 but that was prolly never on the timetable.


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Old Sarge
Texas A&M Fan
Dean of Admissions, LSU
Member since Jan 2012
34146 posts

re: Lnglf.....who has been stocking up?
Anyone have any thoughts on LNGLY? I'm still holding but can't find any news on them


GeneralLee
LSU Fan
Member since Aug 2004
8142 posts

re: Lnglf.....who has been stocking up?
Anybody got thoughts on what the Exxon announcement implies for LNGLF? Seems like at face value it would be bearish as some of LNGLF's potential customers would likely contract with Exxon now.


sneakytiger
LSU Fan
Member since Oct 2007
2078 posts

re: Lnglf.....who has been stocking up?
It's not good. XOM will be competing with them directly in the LNG space and investing billions more in downstream projects that will soak up gas supplies that might otherwise be available for export.

Everyone should compare the market cap of TELL to LNGLF/Y to get an idea of the market's confidence in these guys.

LNG limited has spent hundreds of millions of investors money over the last 5+ years with very little to show for it.
This post was edited on 3/8 at 8:49 am


L S Usetheforce
LSU Fan
College Station
Member since Jun 2004
19679 posts
 Online 

re: Lnglf.....who has been stocking up?
Proverbial here comes sneakytiger to diss LNGLF but I missed it.....


sneakytiger
LSU Fan
Member since Oct 2007
2078 posts

re: Lnglf.....who has been stocking up?
It's my opinion. Take it or leave it.


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Jp1LSU
LSU Fan
Key West
Member since Oct 2005
730 posts

re: Lnglf.....who has been stocking up?
There's an update on Seeking Alpha today.
Says the project is shovel ready.


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