10-28-2015, 08:43 PM
Palm- Yes today's LNG price are low based off oil prices and that affects the current price per share . But this should be obvious it doesn't matter what today's price is what matters is what contract rate Interoil and Total can negotiate for their gas measured over 20-30 years of delivery .
The perfect investment in LNG is where prices are dirt cheap an investor can add more cheap shares until right before first LNG sale and then prices skyrocket . Wood Mac slides show a big drop off in supply close to when Papus starts production . Why???Some projects will produce all their gas .
PET- nice to see Henry Aldorf's work on gas size being proved out .
The perfect investment in LNG is where prices are dirt cheap an investor can add more cheap shares until right before first LNG sale and then prices skyrocket . Wood Mac slides show a big drop off in supply close to when Papus starts production . Why???Some projects will produce all their gas .
PET- nice to see Henry Aldorf's work on gas size being proved out .