Page 1 of 1

lng exports

Posted: Wed Apr 15, 2015 6:09 pm
by mkarpoff
With LNG exports expected to begin shortly I wonder if you have been looking into possible investments in this narrow space, whether they may be terminals, shippers, etc. Thx.

Re: lng exports

Posted: Thu Apr 16, 2015 8:25 am
by dan_s
Analysis of the Tankers and LNG shippers is a bit above my pay grade. The Cheniere Energy group (LNG, CQP, CQH) looks a bit overvalued to me, but they will draw attention if they succeed in starting shipments later this year.