Big Dog's Boom Boom Room 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.

Gold/Mining/Energy : Big Dog's Boom Boom Room

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Dennis Roth who wrote (25259)	8/25/2003 5:21:16 PM
From: Ed Ajootian	Read Replies (2) of 206089

Dennis, Regarding all your articles on liquified natural gas, do you have any companies in mind in which you are playing that from an investment perspective, and are you long or short? I have a pretty good-sized investment in Cheniere Energy (LNG), (off its max from some profit-taking), and also own small amounts of El Paso (EP), Sempra Energy (SRE), and Marathon Oil (MRO), all of whom have something going on the LNG front. I also own some Golar LNG (GLNG), which is in the LNG shipping business. Other than LNG (the company) and GLNG its difficult to find companies that are good investment plays in the LNG business. I know about CBI but passed on them for some reason, I believe valuation. I understand that British Petroleum (BP) is big into LNG but haven't bought them since its hard to imagine how much LNG could impact a company that has a market cap of $160B+!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next