02-12-2015, 09:52 PM
Sam - the refuting of the shorts arguments over the years wil help the stock price per share . The shorts have dung the size of the asset , the flow rate and the connectivity aspect of the asset .
All those items are being addressed between now and June 30 . With that behind us its certification time and payment time . Confirmation of enough gas for a 2 train plant with a concept and a time line from Total will allow the analysts to use discounted cash flow models which removes a great deal of the uncertainty about the project .
The cash represents what the street wants certainty over size of project and certainty of an intent to build and when . That's why the cash moves the needle .
It really doesn't matter what SHU investors in the most part think about IOC . What matters is what does , Chandler , Wells and American type funds think . They can move the needle . A 10,000 share position is a lot of money but it will not move the needle . Multi million share position moves the needle .
All those items are being addressed between now and June 30 . With that behind us its certification time and payment time . Confirmation of enough gas for a 2 train plant with a concept and a time line from Total will allow the analysts to use discounted cash flow models which removes a great deal of the uncertainty about the project .
The cash represents what the street wants certainty over size of project and certainty of an intent to build and when . That's why the cash moves the needle .
It really doesn't matter what SHU investors in the most part think about IOC . What matters is what does , Chandler , Wells and American type funds think . They can move the needle . A 10,000 share position is a lot of money but it will not move the needle . Multi million share position moves the needle .