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LNG macro analysis, page-14

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mrwalker

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14/04/18

13:15

Post #: 32455150
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Originally posted by panorama ↑

It is what it is. Baupost and Valinor have invested tens of millions of dollars in LNG and at much higher prices to current SP. That is telling. They are obviously very confident that LNG will get over the line.

I'm more concerned by that than the language GV uses.

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I agree wholeheartedly. I've said a number of times that as long as Baupost continues to hold, then I'm happy to do so also.

LNG Price at posting: 45.0¢ Sentiment: Hold Disclosure: Held
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LNG macro analysis, page-14

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