Replies to post #2 on Navigator Holdings Ltd (NVGS)

[eastunder]

Want to Invest in Natural Gas Exports? Check Out These Companies

http://www.fool.com/investing/general/2014/06/30/want-to-invest-in-natural-gas-exports-check-out-th.aspx

Navigator Gas is the larger of the two, with a relatively new fleet of 24 ships in the water generating some $266 million in annual sales, and four more under construction. Navigator carries much less debt -- $575 million -- compared to GasLog's $1.17 billion. Of these two, only GasLog actually transports LNG, while Navigator Holdings transports petrochemical products, ammonia (largely used in fertilizers), and LPG (liquid petroleum gas), which is mainly propane and butane, which are byproducts of natural gas/oil production and crude oil refining.

The key? Increased production of natural gas will lead to increased output of LPG and other natural gas byproducts, of which there is strong international demand. So, while it doesn't directly ship LNG, the increased production of natural gas for export will lead to more product for Navigator Holdings to ship.