Great post Bunya. Must see if I can get to meet this Tony Dennis fella. Fancy mentioning my two favourites ( BOW and VPE ) in the same breath. Perhaps I will have to give RBS Morgans ( ABN ) a bit more credence.
If anyone wants to check out where the LNG market is headed there is a very good synopsis ( brief and to the point ) on Red Sky Energy ( ROG ). See their presentation 23/11/09 especially the last 5 or so pages.
VPE Price at posting:
32.5¢ Sentiment: Buy Disclosure: Held