- My Forums
- Tiger Rant
- LSU Recruiting
- SEC Rant
- Saints Talk
- Pelicans Talk
- More Sports Board
- Fantasy Sports
- Golf Board
- Soccer Board
- O-T Lounge
- Tech Board
- Home/Garden Board
- Outdoor Board
- Health/Fitness Board
- Movie/TV Board
- Book Board
- Music Board
- Political Talk
- Money Talk
- Fark Board
- Gaming Board
- Travel Board
- Food/Drink Board
- Ticket Exchange
- TD Help Board
Customize My Forums- View All Forums
- Show Left Links
- Topic Sort Options
- Trending Topics
- Recent Topics
- Active Topics
Started By
Message
re: Lnglf.....who has been stocking up?
Posted on 12/8/14 at 5:38 pm to Ole War Skule
Posted on 12/8/14 at 5:38 pm to Ole War Skule
Hell yea. Added another $13k over the last several weeks. We drop a bit tomorrow I'll move in another 5k
1
Posted on 12/8/14 at 8:40 pm to thejudge
Cliff notes on risk vs. Reward here?
Posted on 12/8/14 at 10:38 pm to Ole War Skule
It's been so volatile, you could probably buy and Sell every few days and probably make a pretty good chunk of change
Posted on 12/9/14 at 8:44 am to I Love Bama
quote:
Cliff notes on risk vs. Reward here?
Posted on 12/9/14 at 8:47 am to L S Usetheforce
back under $2 today
Posted on 12/9/14 at 9:14 am to jsquardjj
This is a falling knife and we are all under it. Not gas is dropping and this is gonna follow it. Yall are better off catching it on the upswing, even if you miss the initial pop.
Good luck
Good luck
Posted on 12/9/14 at 9:20 am to I Love Bama
If crude prices stay depressed, demand for these projects drys up.
Posted on 12/9/14 at 9:20 am to donRANDOMnumbers
quote:
This is a falling knife and we are all under it. Not gas is dropping and this is gonna follow it.
yep, I'm going to close out for now...between oil crashing and nat gas not far behind, speculative buys like this are too much for me
Posted on 12/9/14 at 9:43 am to Ole War Skule
I hit really big on the intended initial... I pulled out at $4.00 50% of my stake due to volatility. This project has moved significantly toward the actual building process. Pretty much all the boxes have been ticked minus the ferc application being finished. I've bought back in all the way down another 35%. The plan is strong. Area great. Process great. Just missing the finals pieces. Last year I would give it a 10% chance of building. Now its a 90% chance. People have been shorting and playing this stock. The big ballers are in heavy at 2.47 and 3.03... they own 20% of the stock and aren't selling. I'm so damn happy over this. Don't panic. They are shipping and storage so they are buffered from the oil drop. They are not exploring for it. Good luck and due your own research. I'm in long haul.
Posted on 12/9/14 at 10:00 am to thejudge
Even if oil is depressed in the short term they will inflate again. This project is strong and I invest for long term. My short term trades pay off little. This is in my retirement account. I have money staged for monkey island LNG as well. That one is more risky at this point in the game. Magnolia has their skc signed to build. They have not been delayed on a government request. Have passed the environmental and coast guard regulations not to mention adding in Canada And looking to add another site in north america in 2015
Posted on 12/9/14 at 10:08 am to thejudge
thanks for the info...I read up a bit on it, but the recent price movements seem tied directly to oil & gas prices, not the project, which is why I'm out for a while...I'll hop back in if it falls a bit, or stabilizes
Posted on 12/9/14 at 10:51 am to Ole War Skule
NP skule. I've been reading and watching for a long time. Their osimar process saves on 30% of the operational costs as well. Awesome location. I was happy as a lark to see it drop down so I can move in again.
This post was edited on 12/9/14 at 10:55 am
Posted on 12/9/14 at 5:34 pm to Ole War Skule
Here is a jam up site for reading. Its the board for lnglf in Australia. Their market opens at 5pm CST and you can watch them on the ASX in the evening trading.
LINK
LINK
Posted on 12/11/14 at 8:36 am to thejudge
Posted on 12/11/14 at 8:47 am to PetroAg
and down another 3%
maybe time for me to get back in.....
maybe time for me to get back in.....
Posted on 12/11/14 at 9:29 am to Ole War Skule
LNG is expensive, so obviously cheap oil is hitting this stock hard. I don't know how long the Saudi's can keep their game going, but I don't imagine it will last for too long.
Posted on 12/11/14 at 4:06 pm to BobRoss
No it won't. It will go up again. The big players are still expanding.
The epa alone is shutting coal fired plants... what are you going to replace power generation with? LNG is a solid choice. We have 9 LNG fired boilers at our facility alone. Different sizes. 5 are huge. Two eat 1.5 million cubic feet of gas a day. Do your own research though and feel comfortable. We might see more of a retreat until the ferc is completed. Lnglf has till Dec. 29 to reply to ferc. They are close to final acceptance.
The epa alone is shutting coal fired plants... what are you going to replace power generation with? LNG is a solid choice. We have 9 LNG fired boilers at our facility alone. Different sizes. 5 are huge. Two eat 1.5 million cubic feet of gas a day. Do your own research though and feel comfortable. We might see more of a retreat until the ferc is completed. Lnglf has till Dec. 29 to reply to ferc. They are close to final acceptance.
Posted on 12/11/14 at 4:44 pm to thejudge
I thought the purpose of liquefying Nat. Gas was to make transport easier? And it's main consumers were overseas countries without natural energy stores? LNG is more expensive than nat gas, and as oil gets cheaper then LNG would be less attractive.
Why does your plant use LNG rather than nat. gas?
Why does your plant use LNG rather than nat. gas?
Posted on 12/11/14 at 9:46 pm to BobRoss
Sorry I meant natural gas. It is dersireable as a power source. Worldwide.
Here's a good article showing a good bargain lnglf is as the market assumes lng prices are directly tied to oil..
world lng prices
Here's a good article showing a good bargain lnglf is as the market assumes lng prices are directly tied to oil..
world lng prices
Posted on 12/12/14 at 11:24 am to thejudge
Link isn't working for me. LNG pricing is stupid complex, but is typically contractually tied to the price of crude and crude products. So the market is correct to assume that. Cheniere is probably the first, if not the only group, to peg a LNG supply deal to the price of NG.
LINK
LINK
quote:
Asian spot LNG prices LNG-AS have more than halved since the start of the year to below $10 per million British thermal units (mmBtu).
Average import prices into Japan, the world's top buyer, are forecast to fall to about $11 per mmBtu next year, down from an estimated $15.50 this year and $16.45 in 2013, if Brent crude averages around $75 a barrel, according to David Hewitt, co-head of global oil and gas equity research at Credit Suisse.
This post was edited on 12/12/14 at 11:35 am
Page 9 of 31
Popular
Back to top
Follow TigerDroppings for LSU Football News