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


To: E_K_S who wrote (186269)11/6/2014 7:57:57 AM
From: Ed Ajootian  Respond to of 206099
 
EKS, I agree that you are early to the party given your 4-8 year timeframe. The time to buy natty stocks given that timeframe would be May or so, IMO, given what happened last year.

Increased demand for LNG export is certainly going to help the natty cause in 4-8 years but net of increased production coming on I'm not so sure its going be as helpful as you seem to think it will. I believe it will be positive for natty but not by an order of magnitude. Maybe if there are no further increases to drilling and completing efficiencies over these next 4-8 years the production will increase less than I'm expecting it to.