The Opportunity is ENORMOUS., page-8

GEV's Optimum technology holds so many absolute and competitive advantages over other gas technologies that it almost beggars belief.
What I particularly like is that the business model provides incredible optionality and flexibility when it comes to the nat gas price - it's effectively recession-proof.
As there's no enormous sunk costs like in a conventional LNG plant and the ships can be utilised to service any market globally, there will ALWAYS be money to be made with the GEV business model.
This time, MB has really outdone himself.