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Author: BFatConservative One star, 50 posts Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 19983  
Subject: Re: Nat Gas Turnaround Timeline Date: 2/5/2013 9:48 AM
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"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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