Cheniere Energy, Inc. (LNG)

This is a great company concept with no capital to function.

They are begging to go in debt and they are very early on liquid natural gas. SO

1. Great busness concept

2. capital strapped

3. Years early on the business concept due to growing LNG supplies in the US.

4. I would not buy this stock until they are purchased by another company.

5. LNG did not dive from 43.50 to 3.30 in one year for no reason

6. yes I own this ugly pig at 13.00 Buyer beware.

Above 5$ and every short position is f..... :-)

Gas demand is soaring and for the forseable future LNG is the next big thing in the energy sector. Cheniere has secured the money from the banks (including 800mln construction loan in August 2006) and it will construct at least two terminals, being a major player in LNG in the US. There are already contracts with Toatal and Chevron in place for half of the capacity utilization, which guarantees substantial revenues. There is nothing wrong with the operations to justify negative valuation - the construction process has just been started as planned. Quatar and Gazprom develop new gas fields and are intersted in buying some terminals in the US. This will boost the American LNG business. Current market value puts Cheniere near some overvalued internet start-ups. Business model is rather strightforward and not very risky - in the nature of a utility, but the growth potential is much higher. Citi and JPMorgan value the company at about $50. Overall with the current price, there is a very reasonable balance of risk and growth potential.

company has good assets and bright future

Factoring in the value of its contracts and it 1st mover advantage the stock looks like a great speculative buy.

LNG seems to be floating on air. No earnings and huge price.

lng is one of the dumbest investments. We have plenty of gas available via pipline within the US and from Canada. Really don't need LNG. No one has demonstrated how it can possibly be cost effective to convert the gas to a liquid via super cooling, load it onto a tanker and ship it here....duh! Nice short..

THE DEMAND KEEPS INCREASING EVERY YEAR AND CAN ONLY GO UP.

Cheniere Energy Inc has an estimated 2,500 trillion cubic feet of stranded natural gas waiting to be recovered. This translate to a huge revenue opportunity. Terminals are close to major U.S. natural-gas pipelines as well as Texas and Lousiana, the first- and third- largest natural gas consumers in the U.S., respectively. Cheniere Energy will also have stakes in some of the first operational facilities in the Gulf Coast. This comes from production expected to begin in 2008 from the Sabine Pass and Freeport terminals. The company has been successful in preselling to large customers, including ConocoPhilips, Chevron, Total, and Dow Chemical.

The long-run fundamentals of the natural gas supply and demand in the U.S. are the key drivers for the company's revenues. The Sabine Pass terminal is expected to expand to between 2.6 - 4.0 billion cubic feet per day. Utilization of Sabine Pass is expected to be approximately 60% and 100% for Freeport. With many of these terminals still in production and not expected to complete in the near future, there remains high uncertainty for the company's prospects in the short run.

Target Price: $51.00
52 Wk High: $44.40 (-36.2%)
52 Wk Low: $24.72 (14.6%)

Recommendation - green thumb or buy/long

Charts indicate shares are under heavy to modest accumulation. The 50 & 200 day moving average is rising which = bullish. Most importantly:
Hedge fund superstar John Paulson seems to be building his stake in beaten-down energy companies.
Paulson's firm raised its position in Cheniere Energy, which develops liquefied natural gas terminals, by 2.7 million shares recently. This makes the hedge fund mogul the second-largest owner with a stake of 14.6 percent.

I’ve seen this stock decline since April 09 and think we’re back to an uptrend; the stock should be a high flyer in 2010 and onward. This is definitely a multi bagger as to what degree who knows?

its hard to understand lng ,it energy stock but wile the energy stock going up lng going down ...

Here we go again! I had a limit @ 4.60 buy order all day. The last price I saw at the close was 4.69. At 4:30 I was wandering around stock prices and clicked on LNG. Last price 4.59. Huh? I clicked on my brokerage account, and sure enough, I was filled at 4:00 @ 4.59. Life is good!

Dont expect to make millions from this company, but they should go up a little as the demand for Natural Gas goes up. They are in debt though, so buyer beware!

Now here is a busines plan for you. Build facilities and buy ships to import natural gas into one of the largest producers of gas in the world. And by the way sits next to a couple of other large producers.

No gas showing up at LNG terminals, company 3 billion in debt

Sabine Terminal is up and running, and that may be what this stock is waiting for. The company has been loss making for a long time, but is now doing what it wants to do.

With gas prices going through the roof what happened to these guys? LNG is a fickle business. Most regassification terminals are built based upon long term supply agreements. There is very little spot market for LNG and hence their Sabine facility will be under utilized until they can get long term contracts. Maybe a year or two before that happens if they survive that long. One of the majors might come along a bail them out if they are lucky.

way undervalued at moment, but value will probably catch up in next year or so

This company is a trainwreck. From what I've been reading, they look to be acquired for a song.