marcos... about supply, I could go to the very extreme end of human thought and tell you that methane is one of the most plentiful gases in our galaxy, but I won't. (vbg) #msg-600846
A shortage of infrastructure? Yes. A shortage of gas? Not likely.
Anyway... back about three years ago when gas shot through the ten buck mark we had very little storage, colder than normal winter and a booming economy. Ask yourself what's different this time ... unlike gold, both oil and gas have positive betas-- the OSX (drillers index) which is considered "the canary in the coal mine" for the oilpatch is usually first to react to market conditions. Just remember, it'll act in both directions.
Chart:
The fact is, if you don't play the sector and you heard about the possibility of a gas squeeze through the media, you're too late to the game. Like I said in my previous post, the no-brainers have already moved, the shit plays just started moving and the drill-bit plays are going to move. It's not a game for amateurs and believe me, I play with tight stops, very tight stops.
As for who's right and who's wrong? The only difference between me and the average message board poster is that I call my buys and my sells in real-time -- and I'll be here to take the heat for the bad calls and I don't expect anything in return for the good ones.
The guys that don't post their sells (like Russ Winter) I ignore-- and guys like Claude Cormier? I subscribe to their newsletters.
From Michaels's post... It's not a game for amateurs and believe me, I play with tight stops, very tight stops. That's why I play much more heavily in the trusts and the hedging rig a ma role . They suit my temperament better as in more forgiving.
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