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.