Cheniere Energy Inc
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Fisher Asset: What Are Kenneth Fisher’s Investing Ideas?
At the end of Q3, Fisher Asset’s total portfolio was worth around $91 billion. We’ll focus on Fisher Asset’s top holdings, buys, and sells.
An Overview of US LNG Production and Exports
Investors may be seeing a lot of reports about rising US LNG (liquefied natural gas) exports. Let’s review the basics of LNG.
Carl Icahn: Analyzing Q3’s Top Buys
On November 14, Carl Icahn’s Icahn Capital Management filed its form 13F. In the third quarter, it included two new stocks.
5 Dividend Stocks for an Uncertain Market
The ongoing trade war and geopolitical uncertainties are keeping the stock markets volatile. This may attract investors to dividend stocks.
Will Carl Icahn’s Fears Come True in October?
Carl Icahn’s fears could come true in October. According to Goldman Sachs, the market might exhibit higher volatility next month.
Cheniere Energy’s Earnings: What to Expect in Q2?
Cheniere Energy’s (LNG) earnings are scheduled to be released on Thursday. According to the consensus estimates, the company will report an EPS of $0.34.
Where Cheniere Energy Stock Could Go from Here
h favorable developments on the trade war front, Cheniere Energy (LNG) stock hit a ten-month high on July 1.
Cheniere Energy Stock Surges as Trade Tensions Ease
Leading LNG (liquified natural gas) exporter Cheniere Energy (LNG) could be one of the beneficiaries of the improving trade talks between the US and China.
Key Takeaways from Cheniere Energy’s Q1 Results
Cheniere Energy (LNG), a leading liquified natural gas exporter, reported its first-quarter earnings results on May 9.
LNG and CQP: Analysts’ Recommendations and Target Prices
Analysts seem positive on Cheniere Energy (LNG) stock. The stock offers a potential upside of ~22% based on analysts’ target price of $79.5.
How Cheniere Energy Stock Is Placed for the Future
US-China trade negotiations have continued to swing the markets lately, and Cheniere Energy (LNG) stock has been no exception.
US Liquefied Natural Gas Exports Grew by 53% in 2018
With the rising US natural gas production, natural gas exports continue to rise.
LNG, TRGP, SEMG: Last Week’s MLP and Midstream Gains and Losses
Cheniere Energy (LNG) rose 3.6% last week on news of a possible deal to supply liquefied natural gas to China Petroleum & Chemical or Sinopec.
Natural Gas Prices: What to Expect in 2019
The EIA expects US natural gas prices to average $2.89 per MMBtu in 2019. For 2020, the forecast is $2.92 per MMBtu.
Could Enbridge’s Line 3 Replacement Be Operational This Year?
On February 12, Minnesota governor Tim Walz announced that he plans to continue appealing the PUC’s (Public Utilities Commission) approval of Enbridge’s (ENB) Line 3 replacement project, which could delay the project.
Where’s the ‘Next Warren Buffett’ Placing His Bets?
After Twenty-First Century Fox (FOX) (FOXA), Cheniere Energy (LNG) is Seth Klarman’s biggest bet.
Why Twenty-First Century Fox Remains Seth Klarman’s Favorite Bet
Seth Klarman’s portfolio value at the end of the fourth quarter was $11.5 billion.
Cheniere Energy’s Valuation before Its Q4 Earnings
Cheniere Energy (LNG) stock rallied ~13% in the last 12 months. The stock is trading at a forward EV-to-EBITDA multiple of 13.5x.
What to Expect from Cheniere Energy’s Q4 Earnings
Cheniere Energy (LNG) is scheduled to report its fourth-quarter and fiscal 2018 earnings on February 26.
Comparing Cheniere Energy’s Valuation to Peers’
Cheniere Energy (LNG) stock rallied approximately 11% in the last 12 months. It’s trading at a forward EV-to-EBITDA multiple of 13.7x, based on its projected earnings for the next 12 months.
ET, CVRR, and DM: Top MLP and Midstream Losses Last Week
Energy Transfer (ET) was one of the few midstream stocks that fell last week. Energy Transfer fell 3.1% last week.
Analyzing Cheniere Energy’s Current Valuation
Cheniere Energy (LNG) is trading at a forward EV-to-EBITDA multiple of 13.5x based on its projected earnings for 2019.
What Could Drive Cheniere Energy’s Performance in 2019?
On December 18, Cheniere Energy announced its agreement to sell liquified natural gas to Malaysia-based Petronas for 20 years.
Cheniere Energy Reports Strong Third-Quarter Growth
Cheniere Energy reported an adjusted EBITDA of $569 million for the quarter ending on September 30—an increase from $442 million in Q3 2017.
Cheniere Energy’s Stock Value ahead of Q3 2018 Earnings
Cheniere Energy (LNG) stock was weak recently, but it’s still up more than 10% so far this year. The MLP and Energy Infrastructure ETF (MLPX) has fallen more than 11% year-to-date.
Will Cheniere Energy Beat Q3 2018 Revenue Estimates?
Cheniere Energy (LNG) is slated to release its third-quarter results on November 8. Here’s what you need to know.
Comparing Energy Transfer’s Valuations to Its Peers’
Energy Transfer stock is currently trading at a forward enterprise value-to-EBITDA multiple of 12x based on its expected 2019 earnings.
DMLP, LNG, and NGL: Top MLP and Midstream Losses Last Week
Dorchester Minerals (DMLP), NGL Energy Partners (NGL), CVR Refining (CVRR), and Hi-Crush Partners (HCLP) were among the top losses last week.
How Analysts View Williams Companies Stock
Williams Companies (WMB) stock has a median analyst target price of $34.17 compared to its current market price of $27.62.
Here Are the Top-Performing MLPs and Midstream Stocks Last Week
Cheniere Energy (LNG), Teekay LNG Partners (TGP), and Golar LNG Partners (GMLP) were among the top gainers in the MLP and midstream sector last week.
Natural Gas Demand-Supply Trends Impact Midstream Companies
In the United States, the monthly natural gas production rose from 1.78 trillion cubic feet in January 2009 to 2.43 trillion cubic feet in June 2018.
Cheniere Energy Stock: Strong Performance in 2018
Cheniere Energy (LNG) stock has significantly outperformed its peers in 2018. The stock has risen more than 26%.
Where Cheniere Energy Stock Might Go from Here
Cheniere Energy (LNG) stock continues to look strong. Currently, the stock is trading 7% and 15% above its 50-day and 200-day moving average levels.
VNOM, EEQ, OKE, LNG: Top MLP and Midstream Gains Last Week
Royalty interest owner partnership Viper Energy Partners (VNOM) and Enbridge Energy Management (EEQ) were among the top gainers in the MLP and midstream space last week, rising 7.9% and 7.8%, respectively.
Analyzing Cheniere Energy’s Total Returns
In the past 12 months, Cheniere Energy returned 49%. The company outperformed its peers and even broader markets.
Cheniere Energy Signs a Long-Term Deal with Vitol Group
On September 17, Cheniere Energy (LNG) announced that it signed a 15-year agreement to supply liquified natural gas to Vitol Group.
LNG and EQM: Which Midstream Companies Outperformed Last Week?
Cheniere Energy (LNG) was among the top midstream gainers last week. The stock rose 2.8% during the week.
What Cheniere Energy’s Volatility Trends Indicate
On August 24, the stock of leading liquified natural gas exporter Cheniere Energy (LNG) had an implied volatility of 28%.
Where Cheniere Energy Stock Might Go from Here
Cheniere Energy (LNG) stock continues to look strong. Recently, it broke above its 50-day moving average level.
Large Drop in US Gasoline Inventories Helped Oil Futures
US gasoline production decreased 0.4% to 10.3 MMbpd (million barrels per day) on July 13–20. The production decreased 1.3% from a year ago.
Which Top Midstream Companies Have an Attractive Upside
Of the top midstream companies we’ve discussed in this series, only ONEOK (OKE) and Cheniere Energy (LNG) have met analysts’ mean price targets from a year ago.
Has Recent Panic Selling Made Cheniere Energy Attractive?
The recent panic selling after Carl Icahn’s stake sale in Cheniere Energy (LNG) could be a good entry point for long-term investors for two reasons.
How a US LNG Futures Contract Could Benefit Cheniere Energy
The US LNG futures contract recently announced by CME Group is expected to benefit Cheniere Energy (LNG) and other US LNG exporters.
These Midstream Players Have Created Maximum Wealth for Investors
In this series, we’ll look at the historical outliers in midstream energy, which have generated massive wealth amid turbulent times.
What’s Driving Recent Gains in Global LNG Prices
Asian LNG (liquefied natural gas) spot prices have seen strong upward momentum in recent weeks. The contract for July delivery gained $1.80 per MMBtu (million British thermal units) last week to reach $11.60 per MMBtu.
Top MLP Gainers in the Week Ending June 15
CNX Midstream Partners (CNXM) was the top MLP gainer in the week ending June 15. CNX Midstream Partners rose 7.7%.
Wall Street Remains Bullish on Cheniere Energy
82% of analysts surveyed by Reuters rate Cheniere Energy (LNG) as a “buy” as of May 24.
Cheniere Energy Partners Saw Highest Earnings Growth of Top MLPs
Cheniere Energy Partners (CQP), the MLP subsidiary of Cheniere Energy (LNG), continues to lead in terms of earnings growth among top MLPs.
How Strong Crude Oil Prices Are Affecting LNG Prices
Global LNG (liquefied natural gas) prices, including Brent Indexed and Asian LNG spot prices, have been spiking in recent trading sessions.
Cheniere Energy Beats Wall Street Again, Increases 2018 Guidance
Cheniere Energy (LNG) surprised Wall Street yet again with its strong operating performance today.
Why Cheniere Energy Could See a Sequential Revenue Fall in 1Q18
Cheniere Energy and its MLP subsidiaries are scheduled to release their 1Q18 earnings on May 4, 2018.
Top Earnings Growth Expected from Midstream Companies in 1Q18
In this series, we’ll look at the top ten midstream companies based on earnings growth expectations for 1Q18.
Cheniere Energy: Analysts’ Ratings and Potential Upside
Bernstein upgraded Cheniere Energy (LNG) to “outperform” and increased the company’s target price to $63 from $55.
Cheniere Energy Has Risen ~4% in April
Cheniere Energy (LNG) stock saw a sharp rally on April 9, 2018, due to a general recovery in the US energy sector and broader markets.
EIA Forecasts: US Natural Gas and Liquefied Natural Gas Exports
As a result of substantial natural gas resources and a significant increase in natural gas production, the US Energy Information Administration (EIA) expects an increase in US natural gas exports.
Which MLPs Lost 10% or More Last Week?
Dominion Midstream Energy Partners (DM) and Spectra Energy Partners (SEP) were among the top three MLPs losses last week.
Cheniere Energy: What Analysts Recommend
Currently, 78% of the analysts surveyed by Reuters rate Cheniere Energy as a “buy” as of March 22, 2018, while the remaining 22% rate it as a “hold.”
Trade War Fears Could Impact Cheniere Energy’s Market Performance
Cheniere Energy stock saw a sharp decline on March 22, 2018, amid concerns about a full-blown trade war between the US and China.
US Became Net Natural Gas Exporter in 2017: Will It Benefit MLPs?
According to the US EIA (Energy Information Administration), the US exported more natural gas than it imported in 2017.
Cheniere Energy: 76% of the Analysts Rate It as a ‘Buy’
Among the analysts surveyed by Reuters, 76% rate Cheniere Energy (LNG) as a “buy” as of March 6, 2018, while the remaining 24% rate it as a “hold.”
Fidelity Management & Research Adds a Position in Cheniere Energy
The number of institutional holders in Cheniere Energy (LNG) increased to 577 by the end of the fourth quarter—compared to 540 in the previous quarter.
Cheniere Energy Started a 20-Year LNG Contract with GAIL
Recently, Cheniere Energy (LNG) started its 20-year LNG (liquefied natural gas) contract with GAIL India.
Analyzing Cheniere Energy’s Recent Stock Performance
Cheniere Energy (LNG) stock has been volatile since the beginning of the year. The stock saw a new YTD low of $51.2 at the beginning of March.
Cheniere Energy Stock after Its 4Q17 Earnings
Cheniere Energy is trading 4.4% above its 50-day simple moving average and 18.0% above its 200-day simple moving average.
What’s Cheniere Energy’s Blue Sky Initiative?
China’s state-run CNPC signed three SPAs with Cheniere Energy—two long-term SPAs and one medium-term SPA.
Cheniere Energy Beat Analysts’ 4Q17 Estimates
Cheniere Energy’s revenue increased to $1.746 billion in 4Q17 from $572.0 million in 4Q16—a 205.5% increase YoY.
Why Barclays Raised Cheniere Energy’s Target Price
Barclays recently raised Cheniere Energy’s target price to $62 from $58. Cheniere Energy’s recent deal with Trafigura could be one of the reasons.
Where Cheniere Energy Could Trade in the Next 7 Days
Cheniere Energy’s (LNG) 30-day implied volatility was 27.9% on January 18, 2018, which is slightly higher than its 15-day average of 27.8%.
How the Recent Trafigura Deal Could Boost Cheniere Energy’s Stock
Cheniere Energy’s subsidiary, Cheniere Marketing, recently entered into a long-term SPA (sale and purchase agreement) with Trafigura.
What’s Driving Cheniere Energy’s Recent Rally?
Cheniere Energy (LNG) has risen 9.7% in the last six trading sessions. It rose 12.1% in December 2017 alone.
What Wall Street Analysts Recommend for Cheniere Energy
Cheniere Energy’s MLP subsidiary, Cheniere Energy Partners (CQP), has “hold” ratings from 53.3% of analysts.
Why Cheniere Energy’s High Leverage Remains a Concern
Cheniere Energy’s (LNG) total outstanding debt was ~$26.0 billion by the end of 3Q17, which is ~$3.0 billion higher than the total debt outstanding by the end of 2016.
Cheniere Energy’s Expected Growth in 2018
Cheniere Energy expects its adjusted EBITDA and distributable cash flow to lie between $1.8 billion–$1.9 billion and $0.6 billion–$0.7 billion in 2017, respectively.
A Look into Cheniere Energy’s Recent Operating Performance
Despite strong revenue growth, Cheniere Energy’s net loss widened to $289.0 million in 3Q17 compared to $101.0 million in 3Q16.
How Does the Global LNG Market Look in 2018?
Cheniere Energy (LNG) is protected from fluctuation in LNG prices to a large extent, as 87% of the capacity from its seven trains is tied to long-term contracts.
Could Cheniere Energy Outperform AMLP in 2018?
Although Cheniere Energy (LNG) had a weak start to December 2017, it has bounced back since then. Overall, the LNG (liquefied natural gas) exporter has gained 2.8% in December.
What the EIA Expects for US Natural Gas and LNG Exports
According to the U.S. Energy Information Administration (EIA), the United States is currently the world’s largest natural gas producer.
Lone Pine Capital Sold Major Position in Cheniere Energy
The number of institutional holders in Cheniere Energy (LNG) fell to 540 by the end of the third quarter—compared to 543 in the previous quarter.
Why CQH Outperformed Cheniere Energy and CQP in 2017
CQH outperforms Cheniere Energy Partners LP Holdings (CQH) has risen nearly 15% in 2017. Interestingly, CQH has risen more than Cheniere Energy (LNG) and Cheniere Energy Partners (CQP). In comparison, the Alerian MLP Index has fallen nearly 15%. CQH’s only business consists of owning CQP’s common and subordinated units, representing ~48.6% limited partner interest in CQP […]
Cheniere Energy’s Price Forecast after 3Q17 Results
Cheniere Energy (LNG) stock has had a positive reaction from investors. It has risen 1.5% since the 3Q17 earnings announcement on November 14, 2017.
Recent Wall Street Recommendations for Cheniere Energy
Cheniere Energy (LNG) has a “buy” rating from 80.0% of analysts surveyed by Reuters while the remaining 20.0% rate it a “hold” as of November 10.
Can Cheniere Energy Gain Upward Momentum?
Cheniere Energy (LNG) is currently trading 7.2% above its 50-day SMA (simple moving average) and 6.4% above its 200-day SMA.
Cheniere Energy’s Moving Averages and Short Interest
Recently, Cheniere Energy (LNG) went below its 200-day moving average. It might indicate bearish sentiment in the stock.
Cheniere Energy Partners Increased Its Distribution
Cheniere Energy’s (LNG) MLP subsidiary, Cheniere Energy Partners (CQP), announced a quarterly distribution increase for the first time since its IPO.
Cheniere Energy on the Street: Where Wall Street Analysts Stand
As of October 18, 80.0% of the analysts surveyed by the Reuters rate Cheniere Energy (LNG) stock a “buy,” while the remaining 20.0% rate it a “hold.”
CQP Ranks 10th in Terms of Total Returns among MLPs
Of the analysts surveyed by Reuters, 57.1% rated Cheniere Energy Partners (CQP) as a “hold,” and the remaining 42.9% rated it as a “buy.”
MLP Rating Updates during the Week Ended September 29
Dominion Energy Midstream Partners’ (DM) average target price of $33.70 implies a 5.5% upside potential from its current price levels.
What Analysts Recommend for Cheniere Energy after 2Q17 Earnings
About 79.0% of analysts rate Cheniere Energy a “buy,” and the remaining 21.0% rate it a “hold” as of August 10, 2017.
What Cheniere Energy’s Indicators Hint At ahead of 2Q17 Earnings
Cheniere Energy (LNG) recently went below its longer-term (200-day) moving average. That could indicate a bearish sentiment for the stock.
What Cheniere Energy’s Valuation Indicates before 2Q17 Results
Cheniere Energy was trading at an EV-to-sales multiple of 14.9x on August 3, 2017. Its forward EV-to-sales multiple, based on next 12-month sales estimate, was 8.3x.
A Look into Cheniere Energy’s Recent Operating Performance
Cheniere Energy’s (LNG) 1Q17 revenue rose to $1.2 billion from $69.0 million in 1Q16, a rise of 18x YoY (year-over-year).
How the LNG Supply Glut Could Affect Cheniere Energy
In the previous article, we explored how Cheniere Energy has played a major role in the United States, becoming a major LNG (liquefied natural gas) player.
Why Cheniere Energy Has Been Outperforming AMLP and XLE in 2017
Cheniere Energy (LNG) had a weak start to the month. To date, it’s fallen 1.1% in July 2017. At the same time, the Alerian MLP ETF has risen 0.7% YTD (year-to-date).
Long-Term US Natural Gas Demand Outlook Is Positive for KMI
KMI believes that in addition to the increase in demand for natural gas transportation, there are strong drivers to increase gas storage demand.
What Does Cheniere Energy’s Current Valuation Indicate?
Cheniere’s forward EV-to-EBITDA multiple of 20.5x is higher than the peer median of 13.6x.
Cheniere Energy Rallies on US-China LNG Trade Deal
Cheniere Energy (LNG) rallied 3.3% on Friday, May 12, 2017, following the US-China trade deal with China.
Carl Icahn Maintains Position in Cheniere
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%. Recent institutional activity in Cheniere Energy The recent institutional activity in […]
Why Cheniere Energy’s Balance Sheet Looks Alarming
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. Cheniere Energy recently […]
How Strong Buyers’ Power Could Impact Cheniere Energy
LNG spot prices Cheniere Energy (LNG) benefited heavily from high Asian LNG (liquefied natural gas) spot prices during the fourth quarter of 2016. Asian LNG prices were driven by a huge surge in LNG demand from China, the shutdown of the Gorgon facility in Australia, and unplanned outages at other liquefaction plants. In December 2016, […]
Tough Competition Ahead for Cheniere Energy
Projected US liquefaction capacity US (SPY) (SPX-INDEX) liquefaction capacity is expected to rise manifold in coming years. There are six LNG (liquefied natural gas) facilities under construction, including Cheniere Energy’s (LNG) two facilities at Sabine Pass and Corpus Christi. The other four remaining facilities are Kinder Morgan’s (KMI) Elba Island, Freeport, Cameron, and Cove Point […]