With the moves of the last two days- exits in GUT, OCZ & NRGY, I now have even more cash to work on deploying. The Trading ac took the bigger hit in Oct. Actually, most of the hit. The others accountscombined probably dropped less than the Trading ac, and those accounts are more than 83% of theport. JF again. Golar announced a new initiative wrt an older LNG tanker- a Floating Liquified Natural Gas Vessel (FLNGV). The first one is a test case. It might be implemented on all threeolder LNG vessels.http://www.golar.com/index.php?name=seksjon/Stock_Exchange_R...I'm guessing that means these are no longer candidates for FSRU conversion. It is probablybecause ordering an FSRU newbuild is more cost effective than spending the extra money on aconversion.Whoa! another move the next day. Drop-down of Golar Grand to GMLP for $265M. I wonderif that was the reason for the recent GMLP bond offering? The proceeds for that went to repay theGLNG loan. But will GMLP tap that parent loan facility again to pay for its latest acquisition?
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