External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

<ul><li>Cheniere Energy (LNG) expected to have significant performance catalyst in 2024 with 4Q23 EPS print on 2/22/24</li><li>Sell side has adjusted numbers for 2024 despite recent underperformance</li><li>Anticipated conservative guidance for 2024 sets up positive surprise for investors due to focus on "tariff" type earnings and long-term contracts in place</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Cheniere Energy (LNG) expected to have significant performance catalyst in 2024 with 4Q23 EPS print on 2/22/24Sell side has adjusted numbers for 2024 despite recent underperformanceAnticipated conservative guidance for 2024 sets up positive surprise for investors due to focus on "tariff" type earnings and long-term contracts in placeThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Cheniere Energy Inc (LNG) - Tuesday, Feb 6, 2024

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Cheniere Energy, Inc.</li><li>has reported substantial operational and financial attainments for Q4 and the entire year of 2023.</li><li>The company produced a record 637 LNG cargoes, with a total production amounting to 45 million tons, in line with their forecast.</li></ul>

Cheniere Energy, Inc.has reported substantial operational and financial attainments for Q4 and the entire year of 2023.The company produced a record 637 LNG cargoes, with a total production amounting to 45 million tons, in line with their forecast.

Cheniere Energy: Will Its Highly Contracted Business Model Work In The Long Run? - Financial Forecasts

<ul><li>This is our first report on energy infrastructure major, Cheniere Energy Inc.</li><li>The company performed decently in the previous quarter as global inventory levels reached historic highs.</li><li>The U.S.'s mild climate and increased production kept Henry Hub prices below $3 during the quarter, encouraging coal-to-gas switching and boosting power sector demand.</li></ul>

This is our first report on energy infrastructure major, Cheniere Energy Inc.The company performed decently in the previous quarter as global inventory levels reached historic highs.The U.S.'s mild climate and increased production kept Henry Hub prices below $3 during the quarter, encouraging coal-to-gas switching and boosting power sector demand.

Cheniere Energy Inc.: Initiation of Coverage – Business Strategy

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

Thematic (Sector/Industry)

<ul><li>This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week rally after a surprising CPI inflation print which beat estimates on Thursday.</li><li>While pundits can posit various reasons for Thursday and Friday’s market rallies, there appears to be at least a few brewing catalysts that could carry positive momentum into 2023 which include 1) continued downside surprises in either CPI or PCE inflation data which would allow the Fed to back off its aggressive tightening campaign 2) steps leading to Chinese economy reopening reducing existing supply chain bottlenecks 3) steps leading to a ceasefire or peace agreement in Ukraine and 4) significant improvement in EU energy security situation resulting in lower EU inflation.</li><li>In the near term, it appears as of this writing that political gridlock in Washington D.C. will be upon us for the next 2 years removing the worst case scenarios of any significant market-negative legislation (i.e. tax hikes, etc.) being passed.</li></ul>

This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week rally after a surprising CPI inflation print which beat estimates on Thursday.While pundits can posit various reasons for Thursday and Friday’s market rallies, there appears to be at least a few brewing catalysts that could carry positive momentum into 2023 which include 1) continued downside surprises in either CPI or PCE inflation data which would allow the Fed to back off its aggressive tightening campaign 2) steps leading to Chinese economy reopening reducing existing supply chain bottlenecks 3) steps leading to a ceasefire or peace agreement in Ukraine and 4) significant improvement in EU energy security situation resulting in lower EU inflation.In the near term, it appears as of this writing that political gridlock in Washington D.C. will be upon us for the next 2 years removing the worst case scenarios of any significant market-negative legislation (i.e. tax hikes, etc.) being passed.

I hope everyone had a nice weekend! Globalization Reset and the “Pendulum Swing” Howard Marks of Oaktree Capital released another excellent memo last week that talked about the “pendulum” of globalization and how the Ukraine crisis could represent a new global pivot to re-thinking energy and supply chain dependencies.

I hope everyone had a nice weekend! Globalization Reset and the “Pendulum Swing” Howard Marks of Oaktree Capital released another excellent memo last week that talked about the “pendulum” of globalization and how the Ukraine crisis could represent a new global pivot to re-thinking energy and supply chain dependencies.

United States

Cheniere Energy, Inc. is an energy company focused on LNG-related businesses. The Company owns and operates liquefied natural gas (LNG) receiving terminals and liquefied natural gas (LNG) pipelines. Cheniere Energy manages and operates projects in Louisiana and Texas.

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Cheniere Energy (LNG US)

Cheniere Energy Inc (LNG) - Tuesday, Feb 6, 2024

Anticipated conservative guidance for 2024 sets up positive surprise for investors due to focus on "tariff" type earnings and long-term contracts...

Value Investors Club (VIC)

Cheniere Energy: Will Its Highly Contracted Business Model Work In The Long Run? - Financial Forecasts

Cheniere Energy, Inc. has reported substantial operational and financial attainments for Q4 and the entire year of 2023. The company produced a...

Baptista Research

Cheniere Energy Inc.: Initiation of Coverage – Business Strategy

This is our first report on energy infrastructure major, Cheniere Energy Inc. The company performed decently in the previous quarter as global...

Baptista Research

Weekly Stock Bullfinder - Week of 11/14

This past week the news was dominated by political midterm election results and a brewing crypto market implosion but also featured a late week...

Weekly Stock Bull Finder

Weekly Stock Bullfinder- Week of 3/28

On Friday, the EU and US announced a major liquefied natural gas deal that will likely have a transformational impact on energy security.

Weekly Stock Bull Finder

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