do you know how much you can lose shorting a stock?
The stock was much lower at went up for no reason
I am in other company
I have not posted because That would put me like you
Posting to raise the price of the stock
I will give just an opinion on iron clad
Some one needs to post the contract
How can you say it is if you do not
If you also look
the latter trains are not with A rated companies
That means the companies may fail
So you have made a statement
Did you research it?
You must have looked at contracts.Yes
Or do you just repeat what you have heard
Has a lawyer looked at them?
My main points have been
They are highly levered and a lot of short term debt
Do you dispute that they are going to be losing a larger and larger amount over the next year
Do you dispute that they have a very large amount of debt that can change in interest rate in the next year
Answer the questions
Or just add little to the insight into the stock
And than complain when some one else does
if you would invest in companies that are not massively in debt and have huge leverage and in a product that was not massively over supplied you might be able to have some thing good to say about the stock
i am not short or long
just heavy winded
who pointed out that lng prices would fall hugely?
Who pointed out that they where just getting $5 k cuft?
Who pointed out that these where just spot price and contract not till nov?
Who pointed out that lng was massively over supplied in the world and was getting worse?
Who has now pointed out that their loses where about to get a lot worse?
You longs do not present the facts
Not an even look
they will hace higher loses
and next quarter
higher than this
And next quarter higher than that quarter
Here is your chance
Will loses be higher this quarter than last?
I say yes
there are cost to place the bets they do
So that means long term there is little to no chance to win
my guess is it cost them 3 to 4% yearly cost at least
Why does the vix not go down and does better
Cost of doing is not included
I could be wrong but do not think so
If you look back years ago
These types of things where much higher
There are daily cost to these things
If you stay in a long time you have no chance of winning
So yes if prices of stocks in their listing go down a lot
you will do well
But its not a long time investment because of daily cost to them to do
so with many import facilities available
There will be more imported
Both China and Europe have the capability to import
But coal and oil are cheap
Import demand will be less than out put
I have seen no one not say so
A 50% increase in supply is a lot
Rising oil prices in recent years have had importing countries gearing up to import LNG. The world now has a global re-gasification capacity of about 750 million tonnes per annum (110 Bcf/day), compared to a liquefaction capacity of just 310 MTpa, with a further 145 MTpa of liquefaction capacity under construction worldwide.
there will be many competitors in the US coming on line in the next year
No other running,That will change with in a year
For out side the US
Australia can sell at huge loses
They are big players and can afford to
Lng can not
Lets look this year
Probably larger loses.increased interest cost.plant running cost
sales up,they are selling at cost to run plant ship etc
volume ,sales could go down
They may have decided not to sell at below cost to make and ship at spot
higher interest cost from work on new trains
When the credit companies see larger and larger and larger loses
It will not be good
Is there any chance of not an increase in loses?
Every has known this
Lng is massively over supplied world wide
The US and Australia will only make it worse
Both will have many more facilities opening
I tried to tell months ago
Fall in prices in lng would happen and has
It so bad that lng may ship zero
What would you do ?
Make and ship at a loss
would it be a problem for any of the big boys buying lng?
They are invested in Australia ,which they thought was better
Contract prices does not start till November,
That not soon
Cheniere is uniquely positioned to Europe?
Look at others like DM
They are tying all their pipe system to many sources
So they are not worried as much about Russia
Europe is or soon be
Massively over supplied with demand growing just a little
is any one planing new lng plants?
Few except countries that have even cheaper ng or closer
I believe thats answer the question
Not unless a deep discount to book
i thought you where starting to report the truth when you posted
A zero no emission is not zero emission
its zero no
Any type of vehicle can add a no remover to its exhaust
you have buyers ,sellers ,shippers
All adjusting to where how much Etc.
It cost money and time to get a ship to plant,etc.
We have all known that lng was going to be massively over supplied
We are seeing the results
There is no or little demand any where
When the plant was planed ng in Asia was $15 k cuft
Now in the low $4S
Europe prices are down a lot too
What we do not know
How much and price buyers from plants have in long term contracts like Shell and Chevron