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Cheniere Energy, Inc. Message Board

  • director9597@bellsouth.net director9597 Oct 4, 2012 9:42 AM Flag

    Buy a bunch of shares and stick em in your IRA

    This is a great long case scenario. Dont listen to the short term traders trying to move this stock around in their short term favor. Put em away and sleep well.

    Sentiment: Strong Buy

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    • If you are willing, I would like to understand your views on how Cheniere justifies a price much higher than its current price.

      Cheniere has posted their 2012 Investor Presentation on their website and it contains a great deal of financial information and projections on future revenue and costs. These projections assume timely start ups for all 4 trains, plus a very aggressive view on the value of their excess cargoes. Even with all of those positive assumptions, the value of the company is roughly in line with the current price of the stock. This implies all of the upside, other than success at Corpus Christi is already built into the stock price. The implication is that stock price already assumes that Trains 3 and 4 are financed and built per Cheniere’s schedule. The stock price already assumes that the wide Asia to HH arbitrage remains wide for the next 25 years.

      What generates the upside revenue for this stock?

      Thanks

    • If you are willing, I would like to understand your views on how Cheniere justifies a price much higher than its current price.

      Cheniere has posted their 2012 Investor Presentation on their website and it contains a great deal of financial information and projections on future revenue and costs. These projections assume timely start ups for all 4 trains, plus a very aggressive view on the value of their excess cargoes. Even with all of those positive assumptions, the value of the company is roughly in line with the current price of the stock. This implies all of the upside, other than success at Corpus Christi is already built into the stock price. The implication is that stock price already assumes that Trains 3 and 4 are financed and built per Cheniere’s schedule. The stock price already assumes that the wide Asia to HH arbitrage remains wide for the next 25 years.

      What generates the upside revenue for this stock?

      Thanks

    • I agree you 100%..

      All short term traders are making some noise..
      My personal opinion is " hold and add more if you have some money...then you will be happy..

      Sentiment: Strong Buy

 
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