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biotech_researcher

01/01/22 4:02 PM

#25069 RE: DewDiligence #25066

LNG stocks- No stocks mentioned. More of a view from 10,000 ft
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Bluewingcap

01/11/22 12:27 PM

#25106 RE: DewDiligence #25066

I took a look at LNG landed prices in Brazil. Over $12 this fall.

ALVOF contract price cap is $2 cheaper for Bahiagas.

New update should be out tomorrow. Gomo exploration wells to be spudded, and Gomo development wells will follow the new pipeline connection. Second quarter of $0.06/share dividend about to be paid.

6.57% yield at current price.

Looking like they are going to grow this small cap gem into a mid cap success just like they did twice before in S America.

Not wanting to sound promotional, but ignoring the illiquidity in this and treating it like a Private Equity investment has worked out well to date.