Thursday, April 16, 2015

Hockey stick recovery expected for gas - Overseas LNG Demand Strong

The USA will finally become a net exporter of gas in the form of LNG.

LNG is in such strong demand in Japan, China, and Europe that one company just made a $70 billion dollar bet that LNG is the future.

See portions of an article by Nick Cunningham:
 "Is LNG really the future? How Will ExxonMobil Respond? And perhaps more importantly, does the mega-deal between Royal Dutch Shell (RDS.A) and BG Group (LON: BG) portend the end of the bear market for oil?
Shell announced on April 8 that it agreed to buy BG Group for an eye-popping $70 billion.

LNG is the Future
Above all, the deal for Shell was a massive bet on natural gas and LNG, of which BG is a major player. Adding BG’s assets will grow Shell’s oil and gas reserves by 25% and its production by 20%"

- Guys listen up, companies don't make a $70B bet without having the best analysis done on LNG and all this was done for free for us if you follow their strategy. Their strategy is saying that LNG is the future and that would mean that US Natural Gas will rise on LNG demand overseas. LNG exports are fast approaching and gas prices will rise far in advance ahead of actual exports.
Stocks to watch or invest that are in Gas  and are starting to finally rebound : ARP, CHK, EOG, SGY, WLL. LNG - Liquified Natural Gas

AMSTERDAM, April 14 (Reuters) - Cheniere expects to make a final investment decision on its planned Corpus Christi liquefied natural gas (LNG) export project in the United States within the next 30 days, a company executive said on Monday.
Ramzi Mroueh , vice-president of origination at Cheniere International, said Cheniere had agreed financing for Corpus Christi and sealed a $9.5 billion engineering, procurement and construction contract with engineering firm Bechtel.
"We expect to sell another 2 million tonnes (of LNG supply from the project) by the end of the year," he said.
Mroueh added that the firm should make its final investment decision on an additional two production trains at its Sabine Pass LNG export project in the United States this year, specifically trains five and six.
(Reporting by Oleg Vukmanovic; editing by Jason Neely)

Saturday, April 11, 2015

Cheetah Mobile

Mobile Ad spending is more vital in China because Smartphones are used like the family computer in many homes in China.

Now lets look at the numbers:

Q4 Mobile revenue rose 610% to $35.8M


Q4 ad revenue rose 109.9% Y/Y to $71.9M

Q4 total revenue of $94M.

Do you see the trend of what is growing at light speeds?

Q4 operating income  USD 13.3 million;

China's government reforms apply mainly to state-owned enterprises (SOEs), which trade on domestic exchanges. Foreigners have had limited access to China-listed stocks. But the Shanghai-Hong Kong Stock Connect program is loosening restrictions.
Investors see the reforms as boosting efficiency and profitability, says Brendan Ahern, chief investment officer of ETF operator Krane Shares.

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