So if I understand him right from that video: although NG prices have gone down quite a bit this year, they make money from a constant gov-regulated spread b/w purchase and sale prices (like LPIH?). And they should benefit from the rapid urbanization of China. Any thing else important that I missed?
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.