Author Topic: LNG - Cheniere Energy  (Read 28564 times)

petec

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Re: LNG - Cheniere Energy
« Reply #50 on: February 07, 2020, 11:31:52 PM »
Man I was thinking it had dropped under $50 the way you were talking. At $56 the price is no lower than a year ago, and only a couple bucks lower than during the summer.

I tend to agree with your thesis but doesn't scream cheap to me.

The absolute price needs to be compared with the cash flow potential of the company. Quite a lot has happened in the last year, not to mention two trains coming on early and without issues.
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ValueMaven

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Re: LNG - Cheniere Energy
« Reply #51 on: February 08, 2020, 10:52:44 AM »
Yes - totally agree w/the point above.  Market seems to be overreacting here.  Im a big big fan of current management as well.  Real operators!