High Tolerance Plasticity Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : High Tolerance Plasticity

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tommaso who wrote (6591)	8/9/2001 11:14:31 AM
From: Think4Yourself	of 23153

FWIW I see it more as a demand issue than a supply issue. Manufacturing in North America is depressed and still going down. See no near term catalysts to turn it around. If the above two conditions are true then power prices and NG prices will continue to fall, especially going into the fall. I have a short/long net 0 position. Long FGHLQ, TGC, and KEG, but short a number of domestic NG producers. The only reason I am long TGC is that they have a captive market and their production costs are low. Long KEG for their NA dominance and long FGH as a long term recovery play. All 3 long positions are intended as multiyear holds.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next