china and ng - ref, page-6

well zmickey, to be completely honest,
I am doing the opposite and I am divesting some of my Arrow shares into some other plays at present. I do believe that there is still some value to on Arrow and I think that $7.50 is a good place to start, but it could well come down to $6.50 if no competition is there.I still hold a decent portion in my portfolio, however I cannot walk past some opportunities like AJL/WDS at the moment. Some other great things like HGO sitting on the market well undervalued and close.

This latest deal does two things, firstly it confers that CSG LNG is GOING to happen. Secondly, it shores up the business prospects for the field developers and pipeline crews that will come from AJL and WDS. That is where my money is going.

So like tony barber used to say.....

LETS GO SHOPPING!

Cheers,

SF