Livewire has acquired Market Index, the country’s leader in free stock market data.
Find out why.

KGL Resources (KGL), Alliance Resources (AGS), Liquefied Natural Gas (LNG) and Reward Minerals (RWD) have been reviewed and rated in the latest weekly...

John Robertson

PortfolioDirect

KGL Resources (KGL), Alliance Resources (AGS), Liquefied Natural Gas (LNG) and Reward Minerals (RWD) have been reviewed and rated in the latest weekly PortfolioDirect/resources investment report. Liquefied Natural Gas is strongly differentiated from others in the sector. It is seeking to construct an LNG plant in Louisiana where the company's proprietary technology will be employed to competitively toll process gas for the nascent US export market. Value should accrue as the project is de-risked with significant milestones due in the middle of 2014. This is more like a manufacturing investment because there is no exploration or mine life/reserve decline issues of the sort which haunt the typical resources company. The company can help reduce exposure to China in existing resource portfolios. The summary report for stocks rated in February 2014 can be downloaded from here.


4 topics

John Robertson
John Robertson
PortfolioDirect

John Robertson is Chief Investment Strategist for PortfolioDirect a provider of resource sector investment stock ratings and portfolio strategies for mining and oil and gas investors. He has worked as a policy economist, corporate business...

Expertise

No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.