GM ticket!
Glad you brought these up again as they certainly have money written on them IMO!
While we have seen a HUGE increase globally in the supply of nat gas, and subsequent drop in it's price - which makes it more in demand globally - we have NOT seen our ability to transport it grow equally....hence those shippers are due for bigger profits and expansion. It's really fairly simple - buy good shippers and wait and we will see significant profits down the line. Besides the ones you mentioned and others that we've mentioned before, I'd like to also throw in TGP as it may be about the safest way to play this... these companies should do very, very well over time IMO....
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