A few must think why is he buying more KEY at 15 cents, butas I...

A few must think why is he buying more KEY at 15 cents, but
as I nearly have enough I will share just a snippet why I am heavily overweight in my portfolio with LNG and how this relates to key. The biggest LNG golden age has just started and will drive the market for the next 20 years with these stocks will outperform

Celebrating the final sign-off on Gorgon, the president of Exxon Development Company, Neil Duffin, observed: "With global demand for LNG forecast to triple by 2030, the Gorgon project will be a critical supply source in meeting this future demand, particularly for the economies in the fast-growing Asia-Pacific region ....

What Duffin is telling us is that global oil needs to deliver at least 23 more Gorgons over the next 20 years or so to meet the expected growth in demand for gas as a fuel of first choice for power generation.



Now I am not saying KEY is or will be an exxon, but to me it offers cheap exposure to countries that need LNG as a cheap and clean fuel for power generation. Key's tenements and its JV is close to infrustructure those that don't think ahead loose Key is just one of abot 20 companies that have or can give exposure what i require but Key at the moment is probably about the third least expensive by market cap and EIV + reserves.