Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Ed Ajootian who wrote (126640)	12/15/2009 4:57:03 PM
From: Brumar89	Respond to of 206118

You're welcome. No, your judgment on small company plays is better than mine, I'm sure.

To: Ed Ajootian who wrote (126640)	12/15/2009 8:20:24 PM
From: Paul Senior	Read Replies (1) \| Respond to of 206118

Ed Ajootian: Sure, there are several possible ways to play the Chinese nat gas shortage. The shortage apparently is a combo of increasing demand and not enough supply. My view is this: China is a large country with much geographical diversity. It seems to me that we in the USA now may have abundant nat gas resources thanks to horizontal drilling, fracturation, whatever. That, imo, has also got to be the case in China as well (somewhere in that country the appropriate earth formations are similar). Once they acquire the technology, Chinese companies will explore and find. I'm holding a position in WH, a Chinese multinational pipe manufacturer. They could be a beneficiary. Also CVVT for valves. CHNG: "China Natural Gas, Inc., through its subsidiaries, distributes and sells natural gas and gasoline to commercial, industrial, and residential customers in the Xian area..." finance.yahoo.com For a penny stock bet, there's China New Energy, who say they are "an energy project developer specializing in development of natural gas distribution networks, and distribution of natural gas in China" finance.yahoo.com Then of course, for a shortage of one commodity (nat gas) there's the bet on increased demand for and use of substitute commodities... diesel, biodiesel, wind, solar. There are Chinese companies involved in these too. (I hold positions in all companies mentioned above and a couple of Chinese companies involved with diesel and biodiesel.)