SI
SI
discoversearch

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 -- Ignore unavailable to you. Want to Upgrade?


To: Big Dog who wrote (28442)12/24/2003 8:50:21 AM
From: Ed Ajootian  Respond to of 206316
 
BigD, LNG -- Yes, that was quite a run in these last few days. I fortunately retained some of this stock but unfortunately had dumped most of my position. With Conoco behind them it seems very likely that this first terminal will happen. I'm surprised that Conoco didn't just try to start up their own LNG terminal project from the ground up.

Although this LNG stuff is really interesting I've pretty much decided to stick with the bread & butter, the E&P microcaps & small caps. These are really simple companies to understand and they are treating my portfolio quite well, so I'm sticking with what is working for now.

BTW, there is another E&P company with an interest in Cheniere's Freeport terminal, Contango Oil & Gas (MCF). I own a bunch of that stock and still like it pretty much.

Not sure if I will post again today so if not, I'd like to wish all a very Merry Christmas!



To: Big Dog who wrote (28442)1/2/2004 7:19:05 PM
From: Dennis Roth  Read Replies (2) | Respond to of 206316
 
They're real alright.
But I just can't convince myself that <font color=green> Cheniere</font> could be worth anything near $12 a share. So I sold some <font color=red>short</font> today. Even with the COP deal, the valuation just doesn't make sense to me.

<font size=1>But then I could be wrong.</font>