No. of Recommendations: 2
12/11 - Added TNP @ $3.24
12/12 - Added NNA @ $2.37
Given the pleasant behavior of TNK this week, am I getting too cocky? I think not. My TNP premise
is based on the company having better contract coverage, newer vessels and more upside with
two newbuilds delivering within the next six months (both with juicy contracts).


Added to NGPC- looking at share buy-back (I figure even a 2-3% buy-back will strengthen the payout)


One of the reasons I'm in no big rush to add to GLNG at the current price- delay of start-up for
some LNG production

The article points to Australia, but there doesn't seem to be progress in US or Canada either.
I mean Sabine Pass is maybe 2015 or 2016, but no certainty yet. Canada, no idea
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