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Concho Resources, Inc. Message Board

shuki_sasson 2 posts  |  Last Activity: Jun 17, 2016 8:40 AM Member since: Mar 22, 2010
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  • shuki_sasson by shuki_sasson Jun 17, 2016 8:40 AM Flag

    Seth Klarman is heavily invested in it and added more as of lately.
    There is a great article is seeking alpha explaining the logic (look it up it is very easy to find)
    Basically LNG is becomming a quazi-utility company with more than 16% dividend.
    I like that!
    They have established contracts for the next 20 years to sell the GAS at 15% more than cost no matter what the price of LNG.
    I don't see how they can fail.

    Sentiment: Strong Buy

  • Reply to

    Is LNG being set up for a big fall ?

    by roosterly9 Jun 9, 2016 1:08 PM
    shuki_sasson shuki_sasson Jun 17, 2016 8:39 AM Flag

    Seth Klarman is heavily invested in it and added more as of lately.
    There is a great article is seeking alpha explaining the logic.
    Basically LNG is becomming a quazi-utility company with more than 16% dividend.
    I like that!
    They have established contracts for the next 20 years to sell the GAS at 15% more than cost no matter what the price of LNG.
    I don't see how they can fail.

    Sentiment: Strong Buy

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