RE:RE:RE:Presentation info GoNat, I was thinking the same thing, the only thing is that the lead time to do a facility & build out to time it with LNG Canada would be so ideal, specially if they are committing an amount of line capacity.
I think if they still move the 4 year plan ahead, in this price environment,then, I really do believe they have a better feeling on what the market price will likely be (thinking in a more global context as an internationally traded commodity...) than us individual investors, and if that's the case, I'm putting a lot of faith in Dale & their board members (my retirement!!!)
Anticipate where the ball will be......not chase the ball and end up a day late (and $$$ short). I appreciate OldNaggers sentiment on long term Global NG requirements keep growing, helps me/reminds me of the much bigger picture.
Yes, the winter was a much milder one, and yes, storage levels are high right now, but, July and Aug hot weather just around the corner, and my guess is the narrative will change again, and then as fall sets in it'll be "OMG what's Europe going to do", it's seeming more and more to be a political dance these days (the energy potion anyways) but, each time a new building gets built, a NG line gets brought in!
CoastalLink 84% complete overall. The fundamentals for Crew have not changed, and I see New 52 week highs before years end.
The latest redemption of debt News has me baffled, I am assuming if we knew what was really being strategized behind the scenes, we'd rest alot easier, I'm trusting their Leadership.......
This is only going to get more exciting the closer we get to Commission of LNG Canada and the takeaway becomes reality. Wish I could buy more.....
PonyBoy Outsider
GLTA Crew Longs!