Natural Gas Outlook

PAPA ROACH · Mar 3, 2011

I have written a new piece on the fundamentals for anyone interested.

http://seekingalpha.com/article/256138-underlying-shifts-in-the-natural-gas-market

CET · Mar 3, 2011

Thanks for the update. Nice work.

drukes1234 · Mar 3, 2011

Quote from PAPA ROACH:

I have written a new piece on the fundamentals for anyone interested.

http://seekingalpha.com/article/256138-underlying-shifts-in-the-natural-gas-market

Hey PAPA, if one were wanting to be long Nat Gas for a year long period, how would you recommend one do so without being killed by contango. What is the best pure play for a long term play?

CET · Mar 3, 2011

Quote from drukes1234:

Hey PAPA, if one were wanting to be long Nat Gas for a year long period, how would you recommend one do so without being killed by contango. What is the best pure play for a long term play?

He lists about ten NG stocks to consider in his write up.

PAPA ROACH · Mar 3, 2011

Quote from drukes1234:

Hey PAPA, if one were wanting to be long Nat Gas for a year long period, how would you recommend one do so without being killed by contango. What is the best pure play for a long term play?

I am not really a stock guy, but unless your a futures and options player, your best bet is to choose a basket of companies that are gas oriented. I am buying calls and selling puts out on the curve as far as July 2014, (option fences).

dafeeder · Mar 3, 2011

That should work if you trade the plan long enough. Want to bet a lot of companies won't be hedged when NG takes off because of complacency just like corn and wheat.

deltastrike · Mar 9, 2011

UNG +100%!!!

bobbymak880 · Mar 14, 2011

Schork on NG Outlook:

http://www.cnbc.com/id/42030234

deltastrike · Mar 14, 2011

Quote from bobbymak880:

Schork on NG Outlook:

http://www.cnbc.com/id/42030234

Looks good for selling iron condors...

aa77 · Mar 22, 2011

what do u think about vf here. last year it came in even as we sold off and settled near the lows (quoting to premium) do u think the opposite will happen if ng rallies as the back selling pressure is taken off or will the spreads continue to come in.