Do you have an opinion on this REPORT ?
or are you just a tool of hedgeEye
I know you profess to have no stake in linn energy, but what about the Knider Family ?
We might actually care if you had some SKIN in the game
if your not short cheniere and you don't believe the price action right in front of your face (girls hate that btw) #$%$ are you complaining about. This is what MLPs do, raise $$, bay distributions, build infrastructure and then rinse and repeat. The first cycle isn't complete until 2016. Right after that comes corpus christi and the extra volume from Trains 5 and 6.
That basically means another 5 years of financing, growth and YES dilution of CQP. do you want to ride the train or NOT. completely up to you.
nobody cares about westport except that its another canada loser are you a canuck ? why would you want to invest in a canadian oil when the government just takes it all away ?
I don't disagree that in general volume is a vey usefull indicato and yes it does say something here, but its only one indicator.
Argue about volume all you want. Coming on the heels of a recent test of 33.50, and todays quick rise back the 33s says a lot. If you don't think its bullish for another possible breakout. then short it and stop making excuses.
and the price action tells the whole story. sorry if your on the wrong side of this trade
yes I assume cpq share count is increasing as well. BUT if the money raised allows an increase in value because of the infrastructi\ure build out then there may also be no NET dilution.
The SEC has NOT published anything. They have been communicating with linn energy, but thats all that anybody knows.
When an author LIES, ignore them.
yes agree prolly option expiration related.
But I wouldn't say "Just" for KMR that was some exceptional pinning action. Somebody really wanted kmr to close below 75. Maybe some frustrated short, with short calls at 75.
They almost caught me with expiring 75 short puts that I had to buy back in a rush.
My take away is that the shorts may not be done with Kinder just yet,
Posted by Sutherland LNG on Sep 23, 2013 in Federal Regulation, LNG Exports | 0 comments
Sabine Pass Liquefaction, LLC (SPL) filed an application with the U.S. Department of Energy to export up to the LNG equivalent of 314 Bcf per year from its Liquefaction Expansion Project in Cameron Parish, La. to nations with or without a Free Trade Agreement with the United States. SPL states that the 314 Bcf represents the volume of LNG that can be produced from proposed liquefaction Trains 5 and 6 that is not already committed for export under contracts with Total Gas & Power North America, Inc. and Centrica plc. The Sabine Pass Liquefaction project is in the prefiling stage at FERC.
"It will likely only yield 6% or so."
Could be cllose to the CQP yield. I'd expect CQP to have at least several years of operating loss minimizing corp taxes due for CQH significantlty. My position has been in LNG for a long time, thinking this might be an opportunity to get paid to wait.
How has the CQP K1s been reporting ? are there significant operating losses ? UBTI neg or pos ?
There is no existing import terminal. Alaska could have a bigger impact if they ever get it together. Why import nat gas from Canada when we have excess supply ? Its just as likely that LNG will be exorted from Canada before Oregon.,