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Strategies & Market Trends : Natural Resource Stocks -- Ignore unavailable to you. Want to Upgrade?

To: Fiscally Conservative who wrote (94569)	11/17/2018 1:47:13 PM
From: JimisJim	2 Recommendations Recommended By DinoNavarre isopatch Read Replies (1) \| Respond to of 108543

Well, certainly ISO and I have been banging this board about “it” for a long time now, if by “it” you mean the start of a long secular bull in natgas.... the storage/injection season numbers were the final confirmation... we knew power generation had caught coal... we knew foreign markets had swiftly rising demand at $5-$8 more than spot prices her on this continent... we’ve followed a man on the moon/space race to build the capital infrastructure to liquify and export it as LNG... we have been watching and commenting on unprecedented midstream build out to support all of the above (with more to do) from wellhead to market... it’s been an open topic here oft discussed... I don’t really feel sorry for da boyz who may have missed it quite frankly, but anyone who reads this board should not be surprised at all... for confirmation we got it right, look no further than robry’s voluminous data the last few years... it’s all there in the raw data and Robby gives succinct, if sometimes cryptic, analyses too. And we may not have actually said the words, but we’ve been following the final divorce of natgas from the PoO in spot market, too...