"Like the farmers, the oil producers have to be happy with good cash flow and some safety"<Insert Ram Farmer commercial>"4. You JUST don't know, but not knowing doesn't mean that you don't act. You just try to assess the risk."Something I think we do know: Other large unconventional reservoirs of natural gas will be discovered - which will in the short-term devastate the pure natural gas plays. We just are on the cusp of exploration and there is a lot of land to cover internationally.Your options are investing in CLNE as more of a facilitator of natural gas without direct exposure. OR - I'm a bigger fan of finding a favorable mix in companies that are on the path to cashflow through oil production but are sitting on a gold mine of natural gas - that is if the natural gas prices raise above $4 or more.E.G. DNR - SD if Tom gets kicked out.MjH
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