Cheniere Energy, Inc. (LNG)

Re: Cheniere Energy, Inc. (LNG)

Postby winston » Sun Mar 05, 2017 8:38 am

not vested

Mar 2, 2017

Most Analysts Recommend ‘Buys’ on Cheniere Energy

By Kurt Gallon

Outlook for Cheniere Energy

Investors can consider the following positives and negatives before they decide to include LNG as a long-term investment:

Positives
1. first-mover advantage
2. 87% capacity for seven trains sold under long-term SPAs (sales and purchase agreement), resulting in a stable cash flow stream
3. addition of new liquefied natural gas (or LNG) import markets
4. slight recovery in Global LNG demand, driving LNG prices


Negatives
1. high leverage, which isn’t expected to improve in the next few years due to low internally generated cash flows
2. fall in LNG demand from some major Asian LNG markets, including Japan


Source: Market Realist

http://marketrealist.com/2017/03/most-a ... yptr=yahoo
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Re: Cheniere Energy, Inc. (LNG)

Postby winston » Sun Mar 05, 2017 8:43 am

Cheniere Energy Posts Strong 4Q16 Earnings, Misses Estimates

by Kurt Gallon

Cheniere Energy’s 4Q16 revenue rose to $571.6 million, compared to $68.4 million in 4Q15, an 8x YoY (year-over-year) rise. However, Cheniere Energy missed its 4Q16 revenue estimate by 3.2%.


The YoY rise in Cheniere Energy’s 4Q16 revenue was mainly driven by the commencement of its LNG (liquefied natural gas) exports from its Train 1 and Train 2 at Sabine Pass.

Cheniere Energy is expected to build seven train platforms, including five at Sabine Pass and two at Corpus Christi.

Its Train 3 at Sabine Pass was commissioned in January 2017. The partnership is expecting the substantial completion of its Train 3 in 1Q17, while its Train 4’s substantial completion is expected to come in 2H17.


Cheniere Energy’s 4Q16 earnings

Cheniere Energy reported a net profit for the first time in 4Q16. It reported net income of $109.7 million in 4Q16, compared to its net income of -$291.1 million in 4Q15.

The partnership’s 4Q16 adjusted EBITDA rose to $134.2, compared to -$90.6 in 4Q15. The YoY change in its EBITDA was mainly driven by strong LNG revenue growth.


Source: Market Realist

http://finance.yahoo.com/m/227e0eea-f7c ... trong.html
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Cheniere Energy Partners LP (CQP)

Postby winston » Thu Mar 09, 2017 7:44 am

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Cheap Dividend Stocks to Buy Now: Cheniere Energy Partners LP (CQP)

by Roy Luck

CQP Distribution Yield: 5.3%

Although Cheniere Energy Partners LP (NYSEMKT:CQP) shares already rallied around 7% in the past month, CQP is still an inexpensive stock. Its forward P/E is sitting around 13 on a dividend that’s more than 5%.

In the third quarter, the oil and gas pipeline master limited partnership (MLP) reported revenues of $331.4 million that translated into a 27-cent loss. A quarterly loss might worry income investors, but the company is on a growth schedule that’s expected to reach its mark in Q1 of 2018.

The seven-train portfolio for liquid natural gas (LNG) transportation is worth more than $4 billion per year. Once the train comes online, CQP may start raising its distribution rate. Last year in September, Cheniere nearly completed Train 2 at the Sabine Pass, located in Louisiana.

Trailing earnings are weak, but the potential is strong, and the future cash flow ahead suggests the stock is steeply discounted.

CQP remains a little more expensive compared to similar energy stocks, so I personally would look like a pullback in shares — like the one the market provided on Wednesday — before buying the stock. But even at today’s prices, CQP is cheap.

Source: Investor Place
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Re: Cheniere Energy, Inc. (LNG)

Postby winston » Fri Apr 21, 2017 11:23 am

Two Catalysts are About to Hand You the Best Energy Investment of the Decade

Catalyst No. 1: The Panama Canal Opens Up Asia… Again

For U.S. firms, that could cut the transport time to Asia by 11 days. It also makes it easier and cheaper to transport U.S. natural gas between the East Coast and West Coast, without the limitations of pipelines.


Catalyst No. 2: The U.S. Is About to Become the World’s LNG Leader

The EIA forecasts that number to increase to 76.8 billion cubic feet per day in 2016, and 77.3 billion cubic feet per day in 2017.


The company’s Sabine Pass Liquefaction facility is the first fully-operational LNG export facility in the U.S. As of now, over 80% of the facility’s volume is already spoken for in six huge multi-billion 20-year export contracts.


The company’s second major project, the Corpus Christi Liquefaction Project, already had 57% of its projected capacity locked up in 20-year contracts in 2014, even though it won’t become operational until 2018. That equates to more than $550 million in annual fixed fees. Plans have since been announced to increase capacity by 66% in order to meet demand.


As a result of the discrepancy between natural gas prices in America (approx. $2 mmBtu) vs Japan (approx. $5 mmBtu) and Europe (approx. $4 mmBtu), Cheniere can offer very competitive prices overseas and still book healthy margins on every sale.


Source: Oil & Energy Investor

https://oilandenergyinvestor.com/specia ... /#deeplink
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Re: Cheniere Energy, Inc. (LNG)

Postby winston » Fri Apr 21, 2017 7:00 pm

Carl Icahn Maintains Position in Cheniere

By Kurt Gallon

Mar 31, 2017

Number of holders

In this article, we’ll analyze the institutional ownership of Cheniere Energy (LNG). The number of holders in Cheniere Energy had decreased to 506 as of March 30, 2017, compared with 516 in mid-2016. The number of outstanding shares held fell 5.1%.

Institutional investors’ bearishness towards Cheniere Energy could be attributed to the following factors:
1. rising leverage
2. weak LNG (liquefied natural gas) demand from major markets, including Japan and South Korea
3. growing global LNG supplies may impact Cheniere Energy’s uncontracted LNG volumes
4. inability to complete the simplification transaction involving the merger of Cheniere Energy Partners LP Holdings (CQH), holder of Cheniere Energy Partners’ (CQP) general partner, into Cheniere Energy


Carl Icahn, is the largest institutional holder in Cheniere Energy. Icahn Associates hasn’t changed its position in the company. It held 13.7% of the outstanding shares in the company as of March 30, 2017.


Source: Market Realist

http://marketrealist.com/2017/03/carl-i ... yptr=yahoo
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Re: Cheniere Energy, Inc. (LNG)

Postby winston » Fri Apr 21, 2017 7:07 pm

Why Cheniere Energy’s Balance Sheet Looks Alarming

By Kurt Gallon

Cheniere Energy’s outstanding debt

Cheniere Energy’s (LNG) debt has continued to grow.

Its total outstanding debt was $21.9 billion at the end of 2016, which is ~$5.3 billion higher than its total debt outstanding in 2015.

This total includes ~$14.5 billion of debt sitting on subsidiary Cheniere Energy Partners’ (CQP) balance sheet.

Source: Market Realist

http://marketrealist.com/2017/03/why-ch ... -alarming/
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Re: Cheniere Energy, Inc. (LNG)

Postby winston » Sun Jun 17, 2018 12:22 am

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Potential Takeover Target: Cheniere Energy (LNG)

As I noted in a previous column, Treasury Secretary Steve Mnuchin has said that the U.S. can become “a major supplier” of energy to China, as the Asian country has “incredible amounts of demand” for U.S. liquid natural gas.

As I also reported, Cheniere has already signed a major deal with a Chinese state-owned energy company, and it has the only operational LNG export terminal in the Gulf area.

Demand for natural gas is surging in both Asia and Europe, where EU policy is reportedly poised to cause demand for the fossil fuel to accelerate over the next five years. Even Latin America appears to be getting into the act.

Cheniere’s results seem to be rapidly improving as it signs more natural gas export contracts. In the first quarter of 2018, its net income came in at $357 million, up from $54 million during the same period a year earlier.

Meanwhile, its consolidated net EBITDA jumped 88% year-over-year to $907 million, and the amount of LNG it exported surged 61%.

Trading at just 7.3 times analysts’ consensus 2019 profit estimate, Cheniere stock is very cheap. And many large energy companies including Exxon Mobile Corporation (NYSE:XOM) and Chevron Corporation (NYSE:CVX) , could likely afford to pay a 50% premium to its $16 billion market cap.

Source: Investor Place
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