It's a series of (mostly) good points, thanks for...

It's a series of (mostly) good points, thanks for sharing.

However...like so much analysis on the subject, to me it comes back to that fundamental idea; if the price of U spot / long term contracting rips upwards, every negative thing about DYL as against PDN / BOE is moot entirely; all ships will rise with the tide. If KAZ gives some bad news with their numbers, it's green city, poorly timed or multi tranche raise or otherwise. Hence the bull case generally, since generally speaking, that supply gap which seems to be there for most of the world is just not going to solve itself...

But yes, without such a catalyst to wake up the sleeping bear of DYL in the short term, $1.10 or $1 like HJ said is certainly not an absurd suggestion. Will it happen though...time will tell! I probably wouldn't want to swing trade the long side immediately though...