Q: Hi group what do you think about loading up on Natural gas producers (assuming the changes in being able to export LNG to Europe will drive much higher top line growth? I like and own... ARX + TOU what do you think? please list in order of preference ... 6 stocks that will or should benefit from the changes in LNG/ when would you expect the change to occur is it late this year or? Thanks
5i Research Answer:
LNG projects take a long time, and in the short term storage levels and weather are more important for prices. Thus, it can be dangerous to 'load up' on the anticipation of massive LNG demand. Much could happen in the medium term. We like (ranked): TOU, ARX, AAV, BIR, PEY, CR,