By Anonymous Questions, June 5, 2012

Hi Travis, you recently wrote a tremendous Friday File titled ”Checking in on Natural Gas”. While I am researching the long term potential of this industry I have 2 questions for you if you have the time.
1.) At what purchase price would GTLS interest you as a long term value investment?
2.) Has the negative report on GLNG by Pandoras Box Research influenced your thoughts on the Company?

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Travis Johnson, Stock Gumshoe
HI — On GTLS, I haven’t done any more in-depth research but it’s now approaching a reasonable value if the analysts aren’t being too optimistic. They’re expecting big growth next year (30%ish or more earnings growth), and it’s trading at 15X next year’s earnings. I have an alert set to ping me if it gets down well into the $50s and forces me to pay closer attention, but I haven’t had time to dig into this one much more than that yet. On GLNG, I don’t think there was anything new or particularly frightening in the new reports — they… Read more »