Cheniere Energy, Inc. Message Board
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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- 1 Reply to p1c2mf3
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They have an advantage being first with lower cost facilty.But the value is being bought out with someone with deep pockets like a major, who can raise money withoiut hedge fund and junk bond costs. The managemenat have already go past sell date need professionals now...
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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
- 1 Reply to k.chung2008
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Send the CEO and all the officers and directors an email, they are the biggest sellers every month. They are cashing in their IRA monthly.
Sentiment: Hold
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