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Ex Street in the '80s and early '90s just after college. Worked for Oppy then White, Weld alumni. Mostly risk arbs in the day. Currently have my noggin engaged in engineering projects. My geek side is active, had time on a Cray X-MP at one point. Didn't get in to Harvard or Williams. Their loss,... More
  • Cheniere (LNG) to pursue China exports 0 comments
    Nov 12, 2010 1:18 AM | about stocks: LNG

    LNG announced today it was pursuing Chinese export contracts for it's LNG out of Louisiana. They need government clearance first but that looks to be a whole lot more doable than it did a week and a half ago.

    LNG is relatively clean and is in oversupply right now. Folks are all hyped about gold but you can't burn gold to stay warm.

    This stock has traded at 40 ish in the last 5 years. That is not out of the realm considering this development. Analyse away but I now own the crap out of this puppy.

    Disclosure: leveraged long lng

    Stocks: LNG
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    May 26, 2011
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