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Timothy Smith

07/11/12 4:45 PM

#671 RE: KeaneO #670

I think we should watch for a break of the 0.15 support level. Any downturn could create further consolidation. The key as you pointed out a couple posts back is the need for funding. Does Lincoln Park cover their expansion plans?

So far as natural gas, I am pretty bullish but maybe not as much in the short term as the next guy. Localization (as I put it) still faces challenges since technology has increased supplies but getting it to broader markets is the ongoing issue (LNG exporting seems to be a possible answer).