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  • go_saluckiis go_saluckiis Apr 28, 2009 12:22 PM Flag

    Don't know why this continues to go up with natural gas falling.

    Very good post.

    I would add that winners will be those positioned for
    (a) low cost producer status (like those who know how to leverage that horizontal frac) or
    (b) any kind of premium advantage, for instance closer on the pipe to eastern markets (watch Utica Shale JPs).

    Also take a look at those MLPs such as Williams that transport the commodity. Will do well as volumes ramp back up post-recession, meanwhile you get paid to wait.

    I like anybody involved in and around Haynesville shale right now. 2010-2016 I love the St. Lawrence lowlands.

    Good luck longs.

 
KWK
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