Tuesday, May 24, 2011
We Had A Good Run For Now!
As a retired trader (Series, 7, Series 63, Series 24), I hope that you've been able to make lot of good trades by following our recommendations, but due to time constraints we cannot post here like we do on a daily or weekly basis, but will resurface to help the average trader in the future. Especially taking LNG Cheniere Energy stock from $3 to $12 here in the last few months and then SFI iStar Financial from $3.00 to $10 earlier in the year!
Friday, April 15, 2011
Wednesday, April 13, 2011
New LNG Chart
LNG stock bounces off of the MA line yesterday. We would expect the MACD to turn up and the stock to advance higher from here.
Friday, April 01, 2011
Bull Flag Continuation Pattern On $LNG Stock
Please see this chart and today's Newsletter article written by 33 year experienced Oil and NG expert Dr. Kent Moors:
Agreeing with our same thesis...
LNG Is The Next Big Energy Stock Pick
Read Page 4 - Dated April 1, 2011
(((( An LNG Revolution Is Underway ))))
Click Link
Compact this with 11,000,000 shares caught short with the incredible news and support by Senator Mary Landrieu's camp pushing for approval and you have nothing more than an massive explosion in the works. Link to Senator's letter.
Our latest chart when LNG was $8.00 up $1.00! Click Link
You will see this same type of trading/chart activity on: JAZZ
Recommendation: Buy $LNG and Hold
$LNG, $CQP, $GLNG, $SD, $CHK, $CVX, $XOM, $IOC
Agreeing with our same thesis...
LNG Is The Next Big Energy Stock Pick
Read Page 4 - Dated April 1, 2011
(((( An LNG Revolution Is Underway ))))
Click Link
Compact this with 11,000,000 shares caught short with the incredible news and support by Senator Mary Landrieu's camp pushing for approval and you have nothing more than an massive explosion in the works. Link to Senator's letter.
Our latest chart when LNG was $8.00 up $1.00! Click Link
You will see this same type of trading/chart activity on: JAZZ
Recommendation: Buy $LNG and Hold
$LNG, $CQP, $GLNG, $SD, $CHK, $CVX, $XOM, $IOC
Monday, March 21, 2011
Tuesday, March 15, 2011
Cheniere Energy - LNG Is A Buy - NT $10.00 Then Upward to $15
Cheniere Energy's Liquefaction Project Update
In June 2010, Sabine Liquefaction initiated a project to add liquefaction services at the Sabine Pass LNG terminal that would transform the terminal into a bi-directional facility capable of liquefying natural gas and exporting LNG in addition to importing and regasifying foreign-sourced LNG. As currently contemplated, the project is being designed and permitted for up to four LNG trains, each with a nominal production capacity of approximately 4.0 million tonnes per annum ("mtpa"). Sabine Liquefaction intends to enter into long-term, fixed-fee contracts for at least 3.5 mtpa per train, before reaching a final investment decision regarding the development of each train.
Recent developments of the liquefaction project include:
•In August 2010, Sabine Liquefaction received approval from the Federal Energy Regulatory Commission ("FERC") to begin the pre-filing process required to seek authorization to commence construction of the liquefaction project. In January 2011, the pre-filing period was completed and Sabine Liquefaction submitted an application requesting authorization to site, construct and operate liquefaction facilities at the Sabine Pass LNG terminal. The FERC process is expected to be complete by early 2012.
•In September 2010, the Department of Energy ("DOE") granted Sabine Liquefaction an order authorizing Sabine Liquefaction to export up to 16 mtpa of domestically produced LNG from the Sabine Pass LNG terminal to Free Trade Agreement ("FTA") countries for a 30-year period beginning on the earlier of the date of first export or September 7, 2020. Sabine Liquefaction filed a second application requesting expansion of the order to export to include countries with which the U.S. does not have an FTA. The public comment period for this authorization ended December 13, 2010, and the order is pending.
•Sabine Liquefaction has engaged Bechtel to complete front-end engineering and design work and to negotiate a lump-sum turnkey contract for the project. Construction costs are estimated to be consistent with other recent liquefaction expansion projects constructed by Bechtel, or approximately $400 per ton, before financing costs. Additional work needs to be completed with Bechtel in order for Sabine Liquefaction to be able to make an estimate specific to the project.
•Sabine Liquefaction has engaged SG Americas Securities, LLC ("Societe Generale") for general financial strategy and planning in connection with the development and financing of the project.
•To date, Sabine Liquefaction has signed eight non-binding memoranda of understanding ("MOUs") with potential customers for up to approximately 9.8 mtpa of bi-directional processing capacity. Sabine Liquefaction has initiated negotiations to convert these non-binding MOUs into definitive agreements.
Sabine Liquefaction will contemplate making a final investment decision to commence construction upon, among other things, entering into acceptable commercial arrangements, receiving regulatory authorization to construct and operate the liquefaction assets and obtaining adequate financing. Based on company estimates, we expect construction to commence in 2012 and operations to commence in 2015.
Also, the recent Japanese news is very Bullish for Cheniere Energy's plan to export LNG to WTO organizations in need. Comparing to the PNG LNG project of IOC stock at $72 which comes online in 2014, LNG is cheap below $9.00.
An energy shift is taking place from Nuclear to LNG. Get on board and hold.
In June 2010, Sabine Liquefaction initiated a project to add liquefaction services at the Sabine Pass LNG terminal that would transform the terminal into a bi-directional facility capable of liquefying natural gas and exporting LNG in addition to importing and regasifying foreign-sourced LNG. As currently contemplated, the project is being designed and permitted for up to four LNG trains, each with a nominal production capacity of approximately 4.0 million tonnes per annum ("mtpa"). Sabine Liquefaction intends to enter into long-term, fixed-fee contracts for at least 3.5 mtpa per train, before reaching a final investment decision regarding the development of each train.
Recent developments of the liquefaction project include:
•In August 2010, Sabine Liquefaction received approval from the Federal Energy Regulatory Commission ("FERC") to begin the pre-filing process required to seek authorization to commence construction of the liquefaction project. In January 2011, the pre-filing period was completed and Sabine Liquefaction submitted an application requesting authorization to site, construct and operate liquefaction facilities at the Sabine Pass LNG terminal. The FERC process is expected to be complete by early 2012.
•In September 2010, the Department of Energy ("DOE") granted Sabine Liquefaction an order authorizing Sabine Liquefaction to export up to 16 mtpa of domestically produced LNG from the Sabine Pass LNG terminal to Free Trade Agreement ("FTA") countries for a 30-year period beginning on the earlier of the date of first export or September 7, 2020. Sabine Liquefaction filed a second application requesting expansion of the order to export to include countries with which the U.S. does not have an FTA. The public comment period for this authorization ended December 13, 2010, and the order is pending.
•Sabine Liquefaction has engaged Bechtel to complete front-end engineering and design work and to negotiate a lump-sum turnkey contract for the project. Construction costs are estimated to be consistent with other recent liquefaction expansion projects constructed by Bechtel, or approximately $400 per ton, before financing costs. Additional work needs to be completed with Bechtel in order for Sabine Liquefaction to be able to make an estimate specific to the project.
•Sabine Liquefaction has engaged SG Americas Securities, LLC ("Societe Generale") for general financial strategy and planning in connection with the development and financing of the project.
•To date, Sabine Liquefaction has signed eight non-binding memoranda of understanding ("MOUs") with potential customers for up to approximately 9.8 mtpa of bi-directional processing capacity. Sabine Liquefaction has initiated negotiations to convert these non-binding MOUs into definitive agreements.
Sabine Liquefaction will contemplate making a final investment decision to commence construction upon, among other things, entering into acceptable commercial arrangements, receiving regulatory authorization to construct and operate the liquefaction assets and obtaining adequate financing. Based on company estimates, we expect construction to commence in 2012 and operations to commence in 2015.
Also, the recent Japanese news is very Bullish for Cheniere Energy's plan to export LNG to WTO organizations in need. Comparing to the PNG LNG project of IOC stock at $72 which comes online in 2014, LNG is cheap below $9.00.
An energy shift is taking place from Nuclear to LNG. Get on board and hold.
Monday, March 14, 2011
Chevron To Boost Mega LNG Projects - Cheniere Energy's LNG Project Should Benefit
Chevron expects 2011 upstream capital investments of $22.6 billion, a 20% rise from 2010, as it undertakes major investments in LNG mega-projects in Australia and Angola, executives said Monday.
The majority of the increase, 60%, is directed toward major projects including advancing its Australian LNG projects at Gorgon and Wheatstone, as well as Angola LNG, said George Kirkland, Chevron vice chairman and executive vice president, during the company's annual analyst meeting Monday.
About $6 billion of the total is tapped for LNG projects, he added.
Click For News
More Japan LNG Related News
The majority of the increase, 60%, is directed toward major projects including advancing its Australian LNG projects at Gorgon and Wheatstone, as well as Angola LNG, said George Kirkland, Chevron vice chairman and executive vice president, during the company's annual analyst meeting Monday.
About $6 billion of the total is tapped for LNG projects, he added.
Click For News
More Japan LNG Related News
Citigroup Upgrades LNG to $10.00 Target
This info is confirmed. Citigroup has LNG to $10.00 Target up from $5.00.
Friday, March 11, 2011
Senator Landrieu Supports Cheniere Energy
We are pounding the table as a BUY right now on Cheniere Energy - LNG. E&Y and S&P stand behind Cheniere too despite a recent drop in their stock which we feel is completely unwarranted. LNG is a very STRONG BUY.
For Immediate Release
March 10, 2011
Contact: media@landrieu.senate.gov
Landrieu Pushes for Key Federal Approval of Gas Export Facility in Southwest Louisiana
Washington, D.C. – United States Senator Mary L. Landrieu, D-La., today vowed to intensify her push for U.S. Department of Energy approval of a liquefied natural gas (LNG) export facility on the Sabine Pass in Cameron Parish.
Cheniere Energy’s proposal to transform its existing LNG receiving terminal into a facility that can both import and export LNG would bring substantial economic benefits to southwest Louisiana, including:
· Establishment of the world’s only bi-directional LNG processing facility on the Sabine Pass;
· Creation or sustainment of 30,000-50,000 indirect production jobs;
· Creation of 3,000 peak construction jobs;
· Creation of 100-150 new direct long-term, skilled technical jobs.
After writing numerous letters to the Department of Energy and the Federal Energy Regulatory Commission as well as the President, urging them to approve the project, Sen. Landrieu is now calling on the administration for immediate affirmative action.
Landrieu said: “The Cheniere project is of crucial importance to southwest Louisiana, which has never fully recovered from Hurricanes Rita and Ike. I am urging (Energy) Secretary Chu and (Federal Energy Regulatory Commission) Chairman Wellinghoff to act without further delay to approve this important project, which will not only put our people back to work, but also help reduce global emissions by giving other countries greater access to a cleaner source of energy and, through exports, improve the U.S. trade balance by as much as $5 to $7billion annually. There is no reason not to move forward right away with final approval.”
Wednesday, March 09, 2011
Cheniere Energy - LNG Notes
Yesterday, shares plunged 36%, only to rebound more than 35% this morning. There was immediate short covering then apparently, the shorts sold the shares again driving out the hot money day flippers.
Our position on Cheniere Energy has not changed.
Hold the shares that you own.
Since last year, the company remains on track to gain the required permits from the D.O.E and other state and federal agencies that will allow it to become the first company to export liquefied natural gas in the US. This will create more construction and energy related jobs and a solution to the over abundance of NG supply at $4.00 per unit. The arb play is to buy it here in the US and sell the cooled LNG in offshore at $9.00 per unit. A brilliant play!
Cheniere Is Not in Default on and Debt Payments as guaranteed by the CEO and E&Y accounting firm.
The only issue filed in the 8K was a disturbing letter filed by a bondholder in Cheniere Energy Partners, a firm related to Cheniere Energy called Centerbridge Partners who are obviously entangled with the 10,000,000 share shorts. The bondholder claims Sabine Pass is in default of a debt payment because it strayed from general accounting rules in the way it recognized revenue. Totally not true per Cheniere's CEO, Charif Souki.
What happened then? The Centerbridge bondholder letter scared investors out the market on Wednesday and sent the shares plunging until clarity could take hold, unexpected from the company's intentions for disclosure.
We spoke to the company Wednesday like others did and executives there say that the lawsuit is baseless. Centerbridge isn't even a shareholder and they don"t even know what bonds are in question? The company has filed a lawsuit, claiming that the bondholder has disrupted Cheniere’s business and engaged in defamation and business disparagement. So true and malicious! Additionally, Cheniere said that its auditors found "no fault" with the company’s revenue-recognition policies in the most recent quarterly report that went out a few weeks ago.
Citigroup agrees with our firm belief that Cheniere Energy will soon very likely receive the necessary permits from the Department of Energy to export U.S. produced LNG to Asia. Why would they block this agenda to create more jobs and earn US more revenue dollars? This morning, Citigroup reiterated its “Buy” rating on the stock and calmed investors. Buying ensued, then shorts re-entered.
Current action to take: HOLD Cheniere Energy (LNG) to the $11.00 level unless otherwise advised. Click
If the stock stays in the $7.00 range buy more shares. Remember that before the letter of disturbance by Centerbridge, Cheniere had traded at the $10.50 level, well ahead of our initial $5.00 buy price late last year. We feel that the stock, ultimately, is headed into the $15 - $20.00 level for those longer term players.
A similar play occurred three years ago with InterOil and a Refinery in Papua New Guinea. Check it out. LNG went from $10.00 to $75 with the help of George Soros HF manager.
Our position on Cheniere Energy has not changed.
Hold the shares that you own.
Since last year, the company remains on track to gain the required permits from the D.O.E and other state and federal agencies that will allow it to become the first company to export liquefied natural gas in the US. This will create more construction and energy related jobs and a solution to the over abundance of NG supply at $4.00 per unit. The arb play is to buy it here in the US and sell the cooled LNG in offshore at $9.00 per unit. A brilliant play!
Cheniere Is Not in Default on and Debt Payments as guaranteed by the CEO and E&Y accounting firm.
The only issue filed in the 8K was a disturbing letter filed by a bondholder in Cheniere Energy Partners, a firm related to Cheniere Energy called Centerbridge Partners who are obviously entangled with the 10,000,000 share shorts. The bondholder claims Sabine Pass is in default of a debt payment because it strayed from general accounting rules in the way it recognized revenue. Totally not true per Cheniere's CEO, Charif Souki.
What happened then? The Centerbridge bondholder letter scared investors out the market on Wednesday and sent the shares plunging until clarity could take hold, unexpected from the company's intentions for disclosure.
We spoke to the company Wednesday like others did and executives there say that the lawsuit is baseless. Centerbridge isn't even a shareholder and they don"t even know what bonds are in question? The company has filed a lawsuit, claiming that the bondholder has disrupted Cheniere’s business and engaged in defamation and business disparagement. So true and malicious! Additionally, Cheniere said that its auditors found "no fault" with the company’s revenue-recognition policies in the most recent quarterly report that went out a few weeks ago.
Citigroup agrees with our firm belief that Cheniere Energy will soon very likely receive the necessary permits from the Department of Energy to export U.S. produced LNG to Asia. Why would they block this agenda to create more jobs and earn US more revenue dollars? This morning, Citigroup reiterated its “Buy” rating on the stock and calmed investors. Buying ensued, then shorts re-entered.
Current action to take: HOLD Cheniere Energy (LNG) to the $11.00 level unless otherwise advised. Click
If the stock stays in the $7.00 range buy more shares. Remember that before the letter of disturbance by Centerbridge, Cheniere had traded at the $10.50 level, well ahead of our initial $5.00 buy price late last year. We feel that the stock, ultimately, is headed into the $15 - $20.00 level for those longer term players.
A similar play occurred three years ago with InterOil and a Refinery in Papua New Guinea. Check it out. LNG went from $10.00 to $75 with the help of George Soros HF manager.
Friday, March 04, 2011
Bullish Cheniere Energy Chart
According to Platts data, the equivalent day-ahead price for the UK NBP Tuesday was $9.08/MMBtu. The US average spot price was $4.10/MMBtu.
FERC Tuesday gave Cameron LNG, a subsidiary of Sempra Energy, permission to start re-exporting LNG from its Louisiana terminal, making it the third US facility with permission to re-export internationally sourced LNG.
Sempra asked FERC and the Department of Energy for permission to ship the equivalent of 250 Bcf of gas for two years starting February 1. DOE signed off in December.
This is bullish for LNG stock.
Thursday, March 03, 2011
Wednesday, March 02, 2011
Japanese utilities keen to import LNG from U.S. to diversify sources
SINGAPORE, March 2 (Reuters) - Two of Japan's biggest utilities are keen to import liquefied natural gas (LNG) from U.S. producers in an effort to diversify their supply sources, executives from the companies said.
"We are interested in the movements in the U.S. market and keeping an eye on developments there. More supply is always good news for buyers, and flexibility of supply is getting more important," said Sunao Nakamura, managing director of TEPCO Trading Corporation, at a LNG conference in Singapore on Tuesday.
TEPCO Trading is the trading arm of Tokyo Electric Power Co, Asia's biggest utility.
The massive increase in U.S. shale gas production and reserves in recent years has turned the U.S. gas market on its head, prompting traditional LNG importers to launch plans to export domestic gas overseas.
U.S. LNG can make up a small portion of a buyer's portfolio until the stability of supply can be ensured, said Hiroki Sato, head of LNG business at Chubu Electric Power Co, Japan's third-largest power firm. "The best portfolio will mix the best characteristics of several LNG projects," he told delegates at the conference.
Two projects in the U.S. Gulf -- Cheniere Energy and Freeport LNG -- are seeking regulatory approval to export LNG to higher-paying markets overseas.
The bet for export is that U.S. gas prices will stay low versus European and Asian gas prices over a 25-year period, making it profitable to produce and ship gas from the United States overseas.
Cheniere has signed non-binding agreements with a string of potential customers in Europe, Asia and the Americas in recent weeks.
Demand growth in Japan, currently the world's largest importer of LNG, is expected to remain steady at 2 percent per year to 2016 and reach 77 million tonnes.
Click For Chart
"We are interested in the movements in the U.S. market and keeping an eye on developments there. More supply is always good news for buyers, and flexibility of supply is getting more important," said Sunao Nakamura, managing director of TEPCO Trading Corporation, at a LNG conference in Singapore on Tuesday.
TEPCO Trading is the trading arm of Tokyo Electric Power Co, Asia's biggest utility.
The massive increase in U.S. shale gas production and reserves in recent years has turned the U.S. gas market on its head, prompting traditional LNG importers to launch plans to export domestic gas overseas.
U.S. LNG can make up a small portion of a buyer's portfolio until the stability of supply can be ensured, said Hiroki Sato, head of LNG business at Chubu Electric Power Co, Japan's third-largest power firm. "The best portfolio will mix the best characteristics of several LNG projects," he told delegates at the conference.
Two projects in the U.S. Gulf -- Cheniere Energy and Freeport LNG -- are seeking regulatory approval to export LNG to higher-paying markets overseas.
The bet for export is that U.S. gas prices will stay low versus European and Asian gas prices over a 25-year period, making it profitable to produce and ship gas from the United States overseas.
Cheniere has signed non-binding agreements with a string of potential customers in Europe, Asia and the Americas in recent weeks.
Demand growth in Japan, currently the world's largest importer of LNG, is expected to remain steady at 2 percent per year to 2016 and reach 77 million tonnes.
Click For Chart
Friday, February 25, 2011
Cheniere Energy's Winning Streak Continues (LNG)
Cheniere Energy: The Winning Streak Continues (LNG)
Shares of Cheniere Energy (LNG) traded at a new 52-week high today of $10.49. Approximately 5 million shares have traded hands today vs. average 30-day volume of 2.8 million shares. Cheniere Energy is currently trading at $10.40, approximately 49% above its 50-day moving average of $6.99. We will be monitoring shares of LNG and believe that this bullish momentum will continue .
Shares of Cheniere Energy (LNG) traded at a new 52-week high today of $10.49. Approximately 5 million shares have traded hands today vs. average 30-day volume of 2.8 million shares. Cheniere Energy is currently trading at $10.40, approximately 49% above its 50-day moving average of $6.99. We will be monitoring shares of LNG and believe that this bullish momentum will continue .
Thursday, February 24, 2011
Update: Cheniere Energy - LNG
Bulls are coming in because the arbitrage (taking advantage of a price difference between two or more markets) seems very clear as long as oil stays high over the next decade and natural gas prices in the US are low due to a glut here domestically. It makes a great case for arbitrage to export liquified natural gas at a base cost of around $4.50 MMBtu in the US and sell it for 2x - 3x that price in Asia and Europe.
We identified another exciting opportunity a few years ago with Interoil (NYSE - IOC) at $10.00. Then, like Blackstone with Cheniere, George Soros and others saw the vision and possibilities and jumped in big. IOC:NYSE is currently a seven bagger now. See Link
Here's what we need in this country....Jobs, an important Obama agenda item. The DOE approval coming at almost any day will grant us thousands of jobs and Cheniere should obtain relatively easy financing from JP Morgan and Morgan Stanley against their several "pending" definitive trading commitment contracts strategically aligned with the following entities through MOU's:
Spain's Endesa
Italy's Enel Spa
ENN Energy of China
Gas Natural Fenosa of Spain
Sumitomo of Japan
EDF Trading of France
Encana
Bechtel will do the engineering and construction. They are already on board.
Interest is lining up around the world to get in on this project as Cheniere's Co-Founder, Chairman, Chief Executive Officer and President Mr. Charif Souki negotiates the best play on our behalf with the help of supporters including: Gov. Bobby Jindal, Chesapeake Energy, Blackstone Group, the banks and the world's largest foreign trade partners.
This project caught our eye and frankly it will be Life Changing for anyone who can see CEO Charif Souki's vision, much like the vision of this business maharaja Mukesh Ambani.
As a student of John Paulson and David Tepper, all you need to do is step back and get a 40 ft view above the trees and ask yourself some simple questions like the one's we've faced over the past 3 years. Is housing going to sustain the run or crash? Will gold going higher in times of crisis? Will the stock market run if the FED is giving banks free money to invest to accelerate these markets? This arbitrage seems just as clear.
The time to get in this investment is now. We are about to embark on some historic "World Changing" events here in the US. Here is an earlier chart.
Our estimated target is between $15 - $20 per share once the DOE approval gets announced and the project takes hold. A 3 - 5 year target would be $30 - $40+ once the project starts reaching revenue projections.
Supporting documents:
1) Gov. Bobby Jindal letter of support.
2) ExxonMobil news about Natural Gas
3) Who are the players trading LNG around the world?
a) EDF Trading MOU
b) Encana MOU
c) ENN MOU
d) Gas Natural Fernosa MOU
e) Sumitomo MOU
4) Who will supply the domestic Natural Gas?
Chesapeake Energy (NYSE – CHK)
a) CHK Letter of support
5) Who will transport the newly developed LNG? Glad you asked. John Fredreksen’s companies: Golar (GLNG)
6) Next – who is John Fredriksen? Forbes richest shipping magnate...
7) Who are the finance partners? Morgan Stanley and JP Morgan
We identified another exciting opportunity a few years ago with Interoil (NYSE - IOC) at $10.00. Then, like Blackstone with Cheniere, George Soros and others saw the vision and possibilities and jumped in big. IOC:NYSE is currently a seven bagger now. See Link
Here's what we need in this country....Jobs, an important Obama agenda item. The DOE approval coming at almost any day will grant us thousands of jobs and Cheniere should obtain relatively easy financing from JP Morgan and Morgan Stanley against their several "pending" definitive trading commitment contracts strategically aligned with the following entities through MOU's:
Spain's Endesa
Italy's Enel Spa
ENN Energy of China
Gas Natural Fenosa of Spain
Sumitomo of Japan
EDF Trading of France
Encana
Bechtel will do the engineering and construction. They are already on board.
Interest is lining up around the world to get in on this project as Cheniere's Co-Founder, Chairman, Chief Executive Officer and President Mr. Charif Souki negotiates the best play on our behalf with the help of supporters including: Gov. Bobby Jindal, Chesapeake Energy, Blackstone Group, the banks and the world's largest foreign trade partners.
This project caught our eye and frankly it will be Life Changing for anyone who can see CEO Charif Souki's vision, much like the vision of this business maharaja Mukesh Ambani.
As a student of John Paulson and David Tepper, all you need to do is step back and get a 40 ft view above the trees and ask yourself some simple questions like the one's we've faced over the past 3 years. Is housing going to sustain the run or crash? Will gold going higher in times of crisis? Will the stock market run if the FED is giving banks free money to invest to accelerate these markets? This arbitrage seems just as clear.
The time to get in this investment is now. We are about to embark on some historic "World Changing" events here in the US. Here is an earlier chart.
Our estimated target is between $15 - $20 per share once the DOE approval gets announced and the project takes hold. A 3 - 5 year target would be $30 - $40+ once the project starts reaching revenue projections.
Supporting documents:
1) Gov. Bobby Jindal letter of support.
2) ExxonMobil news about Natural Gas
3) Who are the players trading LNG around the world?
a) EDF Trading MOU
b) Encana MOU
c) ENN MOU
d) Gas Natural Fernosa MOU
e) Sumitomo MOU
4) Who will supply the domestic Natural Gas?
Chesapeake Energy (NYSE – CHK)
a) CHK Letter of support
5) Who will transport the newly developed LNG? Glad you asked. John Fredreksen’s companies: Golar (GLNG)
6) Next – who is John Fredriksen? Forbes richest shipping magnate...
7) Who are the finance partners? Morgan Stanley and JP Morgan
Wednesday, February 23, 2011
Cheniere Energy - LNG Update
LNG looks strong again into the mid-$10.00's. We could see a longer term target closer to $15.00 - $20.00 once the company gets (DOE) Dept. of Energy LNG export approval.
Tuesday, February 22, 2011
Two 13G's Filed on Cheniere Energy
Two Large Institutions are stepping up their position on LNG on 02/14/11.
KLEINHEINZ CAPITAL PARTNERS and
ORBIS INVESTMENT MANAGEMENT
Click This Link For More
KLEINHEINZ CAPITAL PARTNERS and
ORBIS INVESTMENT MANAGEMENT
Click This Link For More
UPDATE: Icahn Makes $1.91B Bid For Mentor Graphics
NEW YORK (AP) -- Activist investor Carl Icahn has offered to buy software maker Mentor Graphics (MENT) for $17 per share in cash, or about $1.9 billion, according to a company regulatory filing on Tuesday. Icahn owns 15.7% of Motricity (MOTR). Let's see how MOTR plays out.
Saturday, February 12, 2011
Carl Icahn Files 13G on Motricity - MOTR
Late Friday, Feb 11, 2011, 04:44PM a 13G filing shows Carl Icahn Owns 15.7% Stake in Motricity (MOTR).
His current holdings are at 6,782,038.626 shares. This is very Bullish news.
His current holdings are at 6,782,038.626 shares. This is very Bullish news.
Wednesday, February 02, 2011
Tuesday, February 01, 2011
Monday, January 31, 2011
Citigroup Upgrades LNG to a BUY - $10.00 Target
This info is confirmed. Citigroup Upgrades LNG to a BUY - $10.00 Target up from $5.00.
Sunday, January 30, 2011
The Arbitrage Is Very Clear
The arbitrage (taking advantage of a price difference between two or more markets) seems very clear as long as oil stays high over the next decade and natural gas prices in the US are low due to a glut here domestically. It makes a great case for arbitrage to export liquified natural gas at a base cost of around $4.50 MMBtu in the US and sell it for 2x - 3x that price in Asia and Europe.
We identified another exciting opportunity two years ago with Interoil (NYSE - IOC) at $10.00. Then, like Blackstone with Cheniere, George Soros and others saw the vision and possibilities and jumped in big. IOC:NYSE is currently a seven bagger now. See Link
Here's what we need in this country....Jobs, an important Obama agenda item. The DOE approval coming at almost any day will grant us thousands of jobs and Cheniere should obtain relatively easy financing from JP Morgan and Morgan Stanley against their several "pending" definitive trading commitment contracts strategically aligned with the following entities through MOU's:
ENN Energy of China
Gas Natural Fenosa of Spain
Sumitomo of Japan
EDF Trading of France
Encana
Bechtel will do the engineering and construction. They are already on board.
Interest is lining up around the world to get in on this project as Cheniere's Co-Founder, Chairman, Chief Executive Officer and President Mr. Charif Souki negotiates the best play on our behalf with the help of supporters including: Gov. Bobby Jindal, Chesapeake Energy, Blackstone Group, the banks and the world's largest foreign trade partners.
This project caught our eye and frankly it will be Life Changing for anyone who can see CEO Charif Souki's vision, much like the vision of this business maharaja Mukesh Ambani.
As a student of John Paulson and David Tepper, all you need to do is step back and get a 40 ft view above the trees and ask yourself some simple questions like the one's we've faced over the past 3 years. Is housing going to sustain the run or crash? Will gold going higher in times of crisis? Will the stock market run if the FED is giving banks free money to invest to accelerate these markets? This arbitrage seems just as clear.
The time to get in this investment is now. We are about to embark on some historic "World Changing" events here in the US. Here is our recent chart.
Our estimated target is between $15 - $20 per share once the DOE approval gets announced and the project takes hold. A 3 - 5 year target would be $30 - $40+ once the project starts reaching revenue projections.
Supporting documents:
1) Gov. Bobby Jindal letter of support.
2) ExxonMobil news about Natural Gas
3) Who are the players trading LNG around the world?
a) EDF Trading MOU
b) Encana MOU
c) ENN MOU
d) Gas Natural Fernosa MOU
e) Sumitomo MOU
4) Who will supply the domestic Natural Gas?
Chesapeake Energy (NYSE – CHK)
a) CHK Letter of support
5) Who will transport the newly developed LNG? Glad you asked. John Fredreksen’s companies: Golar (GLNG)
6) Next – who is John Fredriksen? Forbes richest shipping magnate...
7) Who are the finance partners? Morgan Stanley and JP Morgan
Disclosure: We are very bullish and long on Chienere Energy. We would be foolish not to be.
We identified another exciting opportunity two years ago with Interoil (NYSE - IOC) at $10.00. Then, like Blackstone with Cheniere, George Soros and others saw the vision and possibilities and jumped in big. IOC:NYSE is currently a seven bagger now. See Link
Here's what we need in this country....Jobs, an important Obama agenda item. The DOE approval coming at almost any day will grant us thousands of jobs and Cheniere should obtain relatively easy financing from JP Morgan and Morgan Stanley against their several "pending" definitive trading commitment contracts strategically aligned with the following entities through MOU's:
ENN Energy of China
Gas Natural Fenosa of Spain
Sumitomo of Japan
EDF Trading of France
Encana
Bechtel will do the engineering and construction. They are already on board.
Interest is lining up around the world to get in on this project as Cheniere's Co-Founder, Chairman, Chief Executive Officer and President Mr. Charif Souki negotiates the best play on our behalf with the help of supporters including: Gov. Bobby Jindal, Chesapeake Energy, Blackstone Group, the banks and the world's largest foreign trade partners.
This project caught our eye and frankly it will be Life Changing for anyone who can see CEO Charif Souki's vision, much like the vision of this business maharaja Mukesh Ambani.
As a student of John Paulson and David Tepper, all you need to do is step back and get a 40 ft view above the trees and ask yourself some simple questions like the one's we've faced over the past 3 years. Is housing going to sustain the run or crash? Will gold going higher in times of crisis? Will the stock market run if the FED is giving banks free money to invest to accelerate these markets? This arbitrage seems just as clear.
The time to get in this investment is now. We are about to embark on some historic "World Changing" events here in the US. Here is our recent chart.
Our estimated target is between $15 - $20 per share once the DOE approval gets announced and the project takes hold. A 3 - 5 year target would be $30 - $40+ once the project starts reaching revenue projections.
Supporting documents:
1) Gov. Bobby Jindal letter of support.
2) ExxonMobil news about Natural Gas
3) Who are the players trading LNG around the world?
a) EDF Trading MOU
b) Encana MOU
c) ENN MOU
d) Gas Natural Fernosa MOU
e) Sumitomo MOU
4) Who will supply the domestic Natural Gas?
Chesapeake Energy (NYSE – CHK)
a) CHK Letter of support
5) Who will transport the newly developed LNG? Glad you asked. John Fredreksen’s companies: Golar (GLNG)
6) Next – who is John Fredriksen? Forbes richest shipping magnate...
7) Who are the finance partners? Morgan Stanley and JP Morgan
Disclosure: We are very bullish and long on Chienere Energy. We would be foolish not to be.
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