Netflix, Inc. (NFLX) Message Board

and change the name to mini bestbuys. It is a better brand name.

Sentiment: Strong Buy

Along with accessories and supplies. Think of other products as well. Everyone sells cellphone.

Sentiment: Buy

Cheniere Energy Inc LNG -0.66% Sabine Pass liquefied natural gas project got the go-ahead to build a third and fourth gas liquefaction plant next to its export terminal.

The board of directors of Cheniere Energy Partners LP, the Cheniere Energy’s unit in charge of the LNG project, has contracted with Bechtel Oil, Gas and Chemicals Inc. to build the plants, called “trains,” immediately.

Credit lines worth $5.9 million have been secured, including a syndicated loan and loans through Korean financial institutions, including the Export-Import Bank of Korea. The debt will mature in 2020.

By then, Cheniere expects to be exporting LNG to customers in Asia and Europe. Construction of the first two LNG trains is 30% complete, the company said. First LNG deliveries are expected in late 2015.

Cheniere expects to file applications for trains 5 and 6 later this year. The company has secured LNG delivery contracts with six energy companies, including India’s Gail Ltd, France’s Total, and Korea Gas Corp.

Sabine Pass was the first — and until recently, the only — project allowed to export LNG to countries without a free trade agreement with the United States. The project sits on the Sabine Pass deepwater shipping channel on the Louisiana side of the border with Texas.

The Energy Department earlier this month gave Texas’s Freeport the green light to export to countries without a FTA. That project is located on Quintana Island, Texas.

LNG exports are controversial, with U.S. manufacturers concerned that exports will push domestic natural-gas prices higher and cut short the manufacturing boom fueled in part by abundant, cheap, natural gas.

Sentiment: Strong Buy

Natural gas futures have reversed a two-year downtrend over the past several weeks and may top $5 in the third quarter, according to a technical analysis by Piper Jaffray Cos.
A five-year weekly chart of trading ranges shows that gas prices on the New York Mercantile Exchange are posting higher highs and higher lows that crossed and stayed above a bearish trend line in March, said Craig Johnson, technical market strategist with the company in Minneapolis.
That reverses a downward path from a January 2010 peak of $6.108 per million British thermal units, when gas began to post lower highs and lower lows, he said. Prices rallied to $4.444 per million Btu on May 1, the highest intraday price in 21 months, after dipping to this year’s low of $3.05 in January.
“Natural gas is finding support on the short-term trend line at the 50-day moving average, and next on the horizon is going to be $4.444,” Johnson said. “We are setting ourselves up for $5 natural gas if we can break that top-side level.”
A test of the $4.50 resistance level is about 30 days away, and after topping that gas may close the gap to $5 sometime in the third quarter, Johnson said. Hot weather driving demand for the power-plant fuel to run air conditioners may provide fundamental support in that drive upward, he said.
Johnson used the same five-year weekly trend line in early December to predict that gas prices, which rallied near $4 in November, would plunge back to the $3.20 to $3.30 range within a month or so.
Gas for June delivery fell 0.6 cent, or 0.1 percent, to $4.186 per million Btu yesterday on the New York Mercantile Exchange, up 25 percent this year.
To contact the reporter on this story: Naureen S. Malik in New York at nmalik28@bloomberg.net;

Sentiment: Strong Buy

then assuming the pricing, the dividend for 2014 should be even higher. The 2013 does not count the full production from the additional plant.

Sentiment: Strong Buy

There are investors that will not invest in low float company owned significantly by another company.

I bought more shares. Will sell at 30 soon.

The Department of Energy is likely to approve additional permits this year to companies looking to export liquefied natural gas more broadly, Morgan Stanley said in a note Monday.

Freeport LNG on Friday received DOE approval to export LNG to countries without a free trade agreement with the U.S.. Only one other project — Cheniere Energy Inc.’s Sabine Pass — has been granted that coveted permit.

Several facilities can export LNG to countries with a FTA, but that doesn’t include major LNG importers in Asia and Europe.

The Lake Charles, La., project, owned by subsidiaries of Southern Union Co., and Dominion’s Cove Point, Md., LNG terminal are next in line to be reviewed by the government for exports to non-FTA countries.

The DOE has offered no timeline for the permitting process, but Morgan Stanley said Lake Charles, Cove Point, and the Cameron LNG projects will likely be operating by 2020.

Assuming Freeport gets its final investment decision as expected late this year, that project, on Quintana Island, Texas, would start operations by 2017, Morgan Stanley said.

The U.S. is on track to export 3.6 billion cubic feet a day of LNG by 2018, with the first shipments sailing in late 2015 or early 2016, the investment bank said. By 2020, exports could reach between 6.5 bcf a day to 8.5 a day, it added.

That’s just a fraction, however, of a global LNG market estimated at around 32 bcf a day in 2011. In addition to the regulatory hurdles, LNG export wannabes have faced criticism from those who fear domestic natural-gas prices would skyrocket if LNG exports were not controlled.

Sentiment: Strong Buy

money for stupid company

Sentiment: Strong Sell

Freeport LNG got the Department of Energy’s green light to export domestic liquefied natural gas to countries without a free trade agreement with the U.S., only the second permit to allow for broader horizons.

Sentiment: Strong Buy

Maybe it's the gloomy Seattle weather that has made investment manager Jim Hansen and his son and partner, Kevin, at Ravenna Capital Management immune to oil and gas industry hype about the supposed U.S. shale gas "revolution." More likely it is thorough research focused on making their clients money and keeping that money out of harm's way.

The Hansens are patient contrarian investors whose time horizon is generally several years. They can't help you if you want advice on next week's or next month's natural gas price. In fact, they're not sure anyone can reliably help you with that. So they focus on much longer-term trends, and they think they've spotted one in the U.S. natural gas market.

About a year ago when domestic natural gas prices hit levels reminiscent of the 1990s, they began to move their clients into natural gas related investments. Amid the media hype about cheap natural gas for decades, they saw a different reality.

They believed that high production decline rates in shale gas wells--which now provide about 40 percent of U.S. production--were combining with rapid reductions in the drilling of new wells in a way that would eventually cause falling production and sharply rising prices. They weren't exactly clear on the timing. But, with their patient strategy, they just needed to sit and wait for what they felt was the inevitable.

"We are long-term investors and include investments that allow us to get paid to wait," Jim Hansen said, referring to securities that generate regular payouts to holders.

A year after their call, they have seemingly been vindicated as natural gas rose from a low of $1.82 per thousand cubic feet in April 2012 to over $4 currently. Prices might dip again, Jim Hansen added, but for long-term investors the trend still looks good.

What clues led the Hansens to their contrarian views? Kevin explained in one phrase: Look at what the industry does, not what it says.

As result we should see higher nat gas price pretty soon. The biggest increase in demand since past year has been the utilities as they converted from coal to gas. The combination of this as well as higher usage from summer should reduce the 5 year average storage even more.

I also think the company should hire advisors to see a larger company might be interested in buying them out.

Sentiment: Strong Buy

Beat on both earnings and rev. Positive free cash flow. Reduced all in cost. Excellent mgmt. Can't believe it is not taken over yet.

Sentiment: Strong Buy

Dividend is good, growth is great.

Sentiment: Strong Buy

Not about the current qtr. The market will give one or two additional qtrr to the new CEO and his team. After that point stock will either double or go below $2. I actually think the current CEO will succeed.

Sentiment: Strong Buy