LNG, CQP? both or none?One, the other, both or neither?
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
One, the other, both or neither?
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
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For me personally, neither one. The debt service is so monstrous and the cash flow is far enough off (and variable enough, based on LNG prices at the time they’re reaching what should be profitable scale) that there’s significant risk, I think.