Professional
Added to YB: 2024-06-19
Pitch date: 2024-05-31
LNG [bullish]
Cheniere Energy, Inc.
+21.88%
current return
Author Info
No bio for this author
Company Info
Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States.
Market Cap
$44.3B
Pitch Price
$154.93
Price Target
200.00 (+6%)
Dividend
1.08%
EV/EBITDA
8.18
P/E
11.48
EV/Sales
3.91
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
ON LNG, AI & SHALE SUPPLY: WE EXPECT THE TURN IN US GAS IS HERE - $LNG
LNG: US nat gas mkt at turning point. Production faltering as demand set to surge from LNG exports (+4 bcf/d), AI data centers (7+ bcf/d). Bearish sentiment at peak after mild winters, but inventories to normalize in '24/'25 & could see record deficits. LNG equities mispriced, huge upside to $10/mcf global prices.
Read full article (11 min)