LNG

Cheniere Energy, Inc.

Energy


Presented:06/18/2013
Price:$27.58
Cap:$5.95B
Current Price:$183.79
Cap:$41.59B

Presented

Date06/18/2013
Price$27.58
Market Cap$5.95B
Ent Value$11.56B
P/E RatioN/A
Book ValueN/A
Div YieldN/A
Shares O/S215.60M
Ave Daily Vol4,320,000
Short Int6.01%

Current

Price$183.79
Market Cap$41.59B
Cheniere Energy, Inc., an energy company, engages in the liquefied natural gas (LNG) related business. It operates through two segments, LNG Terminal Business, and LNG and Natural Gas Marketing Business. The company owns and operates terminal projects, including Sabine Pass LNG in western Cameron Parish, Louisiana; Corpus Christi LNG near Corpus Christi, Texas; and Creole Trail LNG at the mouth of the Calcasieu Channel in central Cameron Parish, Louisiana. It is also involved in LNG and natural gas marketing activities. Cheniere Energy, Inc. was founded in 1983 and is based in Houston, Texas.

Please note, this idea was updated on 6/25/2015 and can be read here: LONG — Cheniere Energy, Inc. (Update)

Highlights

The presenter is bullish on shares of LNG in the high $20s, and believes the optionality of the company’s business will yield substantial returns for patient shareholders. Based on contracts for Trains 1-4, he estimates LNG will generate $4 of free cash flow by early 2018, and the supply contract duration tends to be 20 years. Given LNG’s future earnings power, he sees the shares as mispriced based on interest rate and project-completion risks.

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Idea Discussion

Commentor 1 - 2 weeks ago

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