Arete Industries (ARET)

[YukonKing]

NG languishing, as usual; spot hanging out just a few pennies over $4. Looks hopeless, but then you notice some very smart folks like Jim Rogers saying they're bullish on NG and the tide is slowing turning in its favour.

The woodpile skunk of NG is the shale gas plays, but there's trouble brewing in shale gas land in regards to the frac chemicals being used and their potential to contaminate groundwater supplies when a frac job goes bad.

A Black Swan waiting to land hard somewhere. And when - not "if", but "when" - it lands, conventional NG is going to be the Belle Of The Ball again.