Monday, January 31, 2011
Citigroup Upgrades LNG to a BUY - $10.00 Target
This info is confirmed. Citigroup Upgrades LNG to a BUY - $10.00 Target up from $5.00.
Sunday, January 30, 2011
The Arbitrage Is Very Clear
The arbitrage (taking advantage of a price difference between two or more markets) seems very clear as long as oil stays high over the next decade and natural gas prices in the US are low due to a glut here domestically. It makes a great case for arbitrage to export liquified natural gas at a base cost of around $4.50 MMBtu in the US and sell it for 2x - 3x that price in Asia and Europe.
We identified another exciting opportunity two years ago with Interoil (NYSE - IOC) at $10.00. Then, like Blackstone with Cheniere, George Soros and others saw the vision and possibilities and jumped in big. IOC:NYSE is currently a seven bagger now. See Link
Here's what we need in this country....Jobs, an important Obama agenda item. The DOE approval coming at almost any day will grant us thousands of jobs and Cheniere should obtain relatively easy financing from JP Morgan and Morgan Stanley against their several "pending" definitive trading commitment contracts strategically aligned with the following entities through MOU's:
ENN Energy of China
Gas Natural Fenosa of Spain
Sumitomo of Japan
EDF Trading of France
Encana
Bechtel will do the engineering and construction. They are already on board.
Interest is lining up around the world to get in on this project as Cheniere's Co-Founder, Chairman, Chief Executive Officer and President Mr. Charif Souki negotiates the best play on our behalf with the help of supporters including: Gov. Bobby Jindal, Chesapeake Energy, Blackstone Group, the banks and the world's largest foreign trade partners.
This project caught our eye and frankly it will be Life Changing for anyone who can see CEO Charif Souki's vision, much like the vision of this business maharaja Mukesh Ambani.
As a student of John Paulson and David Tepper, all you need to do is step back and get a 40 ft view above the trees and ask yourself some simple questions like the one's we've faced over the past 3 years. Is housing going to sustain the run or crash? Will gold going higher in times of crisis? Will the stock market run if the FED is giving banks free money to invest to accelerate these markets? This arbitrage seems just as clear.
The time to get in this investment is now. We are about to embark on some historic "World Changing" events here in the US. Here is our recent chart.
Our estimated target is between $15 - $20 per share once the DOE approval gets announced and the project takes hold. A 3 - 5 year target would be $30 - $40+ once the project starts reaching revenue projections.
Supporting documents:
1) Gov. Bobby Jindal letter of support.
2) ExxonMobil news about Natural Gas
3) Who are the players trading LNG around the world?
a) EDF Trading MOU
b) Encana MOU
c) ENN MOU
d) Gas Natural Fernosa MOU
e) Sumitomo MOU
4) Who will supply the domestic Natural Gas?
Chesapeake Energy (NYSE – CHK)
a) CHK Letter of support
5) Who will transport the newly developed LNG? Glad you asked. John Fredreksen’s companies: Golar (GLNG)
6) Next – who is John Fredriksen? Forbes richest shipping magnate...
7) Who are the finance partners? Morgan Stanley and JP Morgan
Disclosure: We are very bullish and long on Chienere Energy. We would be foolish not to be.
We identified another exciting opportunity two years ago with Interoil (NYSE - IOC) at $10.00. Then, like Blackstone with Cheniere, George Soros and others saw the vision and possibilities and jumped in big. IOC:NYSE is currently a seven bagger now. See Link
Here's what we need in this country....Jobs, an important Obama agenda item. The DOE approval coming at almost any day will grant us thousands of jobs and Cheniere should obtain relatively easy financing from JP Morgan and Morgan Stanley against their several "pending" definitive trading commitment contracts strategically aligned with the following entities through MOU's:
ENN Energy of China
Gas Natural Fenosa of Spain
Sumitomo of Japan
EDF Trading of France
Encana
Bechtel will do the engineering and construction. They are already on board.
Interest is lining up around the world to get in on this project as Cheniere's Co-Founder, Chairman, Chief Executive Officer and President Mr. Charif Souki negotiates the best play on our behalf with the help of supporters including: Gov. Bobby Jindal, Chesapeake Energy, Blackstone Group, the banks and the world's largest foreign trade partners.
This project caught our eye and frankly it will be Life Changing for anyone who can see CEO Charif Souki's vision, much like the vision of this business maharaja Mukesh Ambani.
As a student of John Paulson and David Tepper, all you need to do is step back and get a 40 ft view above the trees and ask yourself some simple questions like the one's we've faced over the past 3 years. Is housing going to sustain the run or crash? Will gold going higher in times of crisis? Will the stock market run if the FED is giving banks free money to invest to accelerate these markets? This arbitrage seems just as clear.
The time to get in this investment is now. We are about to embark on some historic "World Changing" events here in the US. Here is our recent chart.
Our estimated target is between $15 - $20 per share once the DOE approval gets announced and the project takes hold. A 3 - 5 year target would be $30 - $40+ once the project starts reaching revenue projections.
Supporting documents:
1) Gov. Bobby Jindal letter of support.
2) ExxonMobil news about Natural Gas
3) Who are the players trading LNG around the world?
a) EDF Trading MOU
b) Encana MOU
c) ENN MOU
d) Gas Natural Fernosa MOU
e) Sumitomo MOU
4) Who will supply the domestic Natural Gas?
Chesapeake Energy (NYSE – CHK)
a) CHK Letter of support
5) Who will transport the newly developed LNG? Glad you asked. John Fredreksen’s companies: Golar (GLNG)
6) Next – who is John Fredriksen? Forbes richest shipping magnate...
7) Who are the finance partners? Morgan Stanley and JP Morgan
Disclosure: We are very bullish and long on Chienere Energy. We would be foolish not to be.
Thursday, January 27, 2011
Tuesday, January 25, 2011
Tuesday, January 18, 2011
LNG Chart - Targets
Back the truck up and load up on LNG. Within 12 months you can probably expect to see LNG trading between $15 - $20 per share once we get DOE approval to help the US finally become involved in exporting lng to WTO countries in the Europe and Asian markets! You heard it here, now get on board now!
Sunday, December 12, 2010
We're Back With A Few Special Plays For December - January
Get ready for the Christmas Rally and here are Two Very Good Stocks To Follow Through The New Year.
Last time we came back we were pounding the table on DRYS in December 2008 at $5.00 and in January 2009 it went through $15.00.
This December we like Cheniere Energy (LNG) and iStar (SFI).
LNG News
iStar Turnaround News
Last time we came back we were pounding the table on DRYS in December 2008 at $5.00 and in January 2009 it went through $15.00.
This December we like Cheniere Energy (LNG) and iStar (SFI).
LNG News
iStar Turnaround News
Tuesday, February 03, 2009
((((((((((((((( We Have Retired )))))))))))))))
Thanks to our followers, traders and investors. We hope that our time here created a lot of value to investors around the country and abroad. This site takes quite a bit of time updating and we just don't have it any more, so we have retired for now until further notice. A good position to hold through these tough market cycles is GOLD.
Friday, January 02, 2009
Dryships - DRYS - Best Pick Since Nov 2008
Beating out most money managers for 2008, we came out of retirement with this post in November 2008 after seeing that several investors were getting absolutely slaughtered by the crooks on Wall Street who were pulling their bids on good stocks in an attempt to steal cheap shares when "Massive" sell orders hit Wall Street in what we would call forced Hedge Fund liquidations by scared investors. Click and Read Notes: http://emergingstocks.blogspot.com/2008_11_23_archive.html
Wednesday, December 31, 2008
Wednesday, December 24, 2008
Bernard Madoff Investment Securities Holdings
SEC Filing on Holdings
MSNBC's Video On Madoff
Madoff received a wave of redemption notices in recent months from investors looking to preserve cash. Authorities say investors sought to pull out some $7 billion from the fund — money Madoff apparently did not have. In the end, most Ponzi schemes collapse when too many investors seek to pull their money out at the same time, and the operator doesn’t have the cash on hand.
MSNBC's Video On Madoff
Madoff received a wave of redemption notices in recent months from investors looking to preserve cash. Authorities say investors sought to pull out some $7 billion from the fund — money Madoff apparently did not have. In the end, most Ponzi schemes collapse when too many investors seek to pull their money out at the same time, and the operator doesn’t have the cash on hand.
Monday, December 22, 2008
Thursday, December 18, 2008
China To Increase Iron Ore Imports
China is forecast to increase iron ore imports by 40m tonnes in 2009.
Tuesday, December 16, 2008
Lots of Activity On DRYS in Pre-Market and AH Trading - The Trend Is Up
Definitely avoid getting caught short on this stock or you could find yourself getting cut in half in a matter of days. (Click on the chart) Shorts need to cover immediately and go long to avoid further losses. DRYS will probably GAP UP on the opening again tomorrow, then continue its run up another 10% - 20%.
Dry Ships Index Up +8.2% And Climbing
Click: Shippers continue to run as the Dry Ships Index rises again today. Take some profits on some of your GNK and roll it into DRYS, which is trading at a $2.00 - $3.00 discount to GNK at this time. DRYS should be trading at $13 - $14 soon, especially since GNK is almost $15 today.
DRYS Stock Trading in a Channel with tomorrow looking like we could break through $12.00 - $12.50 if the BDI continues to spike as it has been doing.
DRYS Stock Trading in a Channel with tomorrow looking like we could break through $12.00 - $12.50 if the BDI continues to spike as it has been doing.
Monday, December 15, 2008
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