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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (41772)3/15/2011 1:04:59 PM
From: E_K_S  Read Replies (1) of 78530
 
Hi Paul -

I am thinking LNG terminals for JAPAN. I stumbled across this link.

Here is a link showing the Word's LNG Liquefaction Plants and Regasification Terminals (1) On-Stream, (2) Under Construction and (3) Planned.

globallnginfo.com

Check out all the terminals in Japan. I wonder how many are still in operation and if they have excess capacity.

Four plants currently under construction for Japan and one more in the planning stages.

Chicago Bridge & Iron Company N.V. (CBI) is my pick for the contractor to get some of these jobs.

finance.yahoo.com

CBI and others in the business are not value buys and are more about longer term growth themes for NG and infrastructure build out.

For more another play on Fracking support services in the NG & Oil wells, Heckmann Corporation (HEK) was mentioned on Dale's thread. They should be finally making money next year
finance.yahoo.com

"...Heckmann Water Resources Corporation, engages in the saltwater disposal, treatment, and pipeline transportation businesses...". No position but just researching company's that provide support services in this area.

EKS

Also looking at GOV but have my eye on TPZ and a few small oil stocks. I am not chasing but I think they will come back to my prices.
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