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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (184200)	6/2/2014 11:10:29 AM
From: zebra4o1	Read Replies (2) \| Respond to of 206175

Deal a 'blowtorch' under Australian costs The potential negative impact for Australia’s LNG competitiveness and its future market share from the Russian push into the Pacific market is serious, said EnergyQuest. The consultancy said the scale of the deal between Russia and China, which will see the former supply the latter with 38 billion cubic metres per year of pipeline gas, came at a “border price of US$9.90 per million British thermal units”. By contrast, the average price of Australian LNG in the last quarter was US$12.95 per million Btu. “This deal has the very real potential therefore to be a game-changer in Australia’s key LNG market,” said EnergyQuest. “To have any chance of seizing and participating in the next wave of LNG developments, Australia can no longer rely therefore on “being first in the queue. “Australia has to urgently cut costs and improve its LNG project execution, that is, learn to walk and chew gum at the same time upstreamonline.com I don't get this analysis. Is this Russian gas new supply? Isn't it just gas that was previously being piped to Europe? Won't the Europeans now have to buy from somebody else? But have to agree that these Australian LNG projects based on coal seam gas are pretty marginal.

To: Dennis Roth who wrote (184200)	6/2/2014 12:51:28 PM
From: old tx oiler	2 Recommendations Recommended By Dennis Roth isopatch Respond to of 206175

gcaptain.com

To: Dennis Roth who wrote (184200)	6/3/2014 11:39:55 AM
From: Dennis Roth	1 Recommendation Recommended By old tx oiler Read Replies (1) \| Respond to of 206175

Cheniere CEO’s $142 Million Pay Delays Annual Meeting By Zain Shauk, Caleb Melby and Laura Marcinek June 03, 2014 businessweek.com A New Twist in the Case of the $142 Million CEO Jun 2, 2014 blogs.wsj.com I still wouldn't short the stock. Souki will just figure a different, more devious way to get what he wants. As long as the stock price continues to rise, most shareholders don't give a damn how much Souki takes.