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budge

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budge

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Re: SSKILLZ1 post# 167253

Tuesday, 08/04/2015 11:34:23 AM

Tuesday, August 04, 2015 11:34:23 AM

Post# of 173714
NVGS is more of a structural play than a cyclical. as the export pipes and terminals for ng and ng liquids come on line in the us and middle east, that represents a considerable opportunity for nvgs. there is a trend in the petrochemical industry moving to lighter higher value condensates and ng and away from oil and as more export terminals come on line I think that trend will accelerate.
I think their revenue is more dependent on worldwide transport capacity rather than the price of the commodity, much like pipelines.

"The American Republic will endure until the day Congress discovers that it can bribe the public with the public's money."
(Alexis De Tocqueville)

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