Friday, June 29, 2012

My natural gas & LNG presentation at 2012 Vail ValueX Conference

Embedded below is my presentation at Vail ValueX on some aspects of the North American natural gas market and how LNG (liquefied natural gas) exports may close the worldwide pricing differential.

Dislaimer: I do discuss some economic winners and losers in this presentation. I own a few of them but I'm not going to tell you which ones.  As an investor you should make your own decisions about what to own and I don't know your risk profile or need for current income, etc.

The topics of natural gas and LNG exports are very large and compressing it down to 15 minutes was a challenge.  I could only present the major factors I see driving price differentials.

The full list of presentations can be found at the Vail ValueX hosts' Scribd site:

ValueXVail 2012 - Greg Merrill

Monday, June 25, 2012

Jim Chanos' notes from 2012 Vail ValueX Conference

I had the pleasure of attending the 2012 Vail ValueX conference hosted by Vitaliy Katsenelson
While I will write more about my impressions here's a link to Jim Chanos'  notes.

VALUExVail 2012 - James Chanos

The rest of the presentations are available here -