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.

New Cheniere Energy Chart - LNG

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.

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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 .

New LNG Chart

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

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.

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

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.

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.

Take Profits on LNG and SFI and wait for our next BIG Play

New LNG Chart Today: Near Term Target $9.00

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.

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.

New LNG Chart Today

LNG Chart

LNG Chart - Targets

Back the truck up and load up on LNG. Within 12 months you can probably expect to see LNG trading between $15 - $20 per share once we get DOE approval to help the US finally become involved in exporting lng to WTO countries in the Europe and Asian markets! You heard it here, now get on board now!

New LNG Chart

We're Back With A Few Special Plays For December - January

Get ready for the Christmas Rally and here are Two Very Good Stocks To Follow Through The New Year.

Last time we came back we were pounding the table on DRYS in December 2008 at $5.00 and in January 2009 it went through $15.00.

This December we like Cheniere Energy (LNG) and iStar (SFI).

LNG News
iStar Turnaround News

((((((((((((((( We Have Retired )))))))))))))))

Thanks to our followers, traders and investors. We hope that our time here created a lot of value to investors around the country and abroad. This site takes quite a bit of time updating and we just don't have it any more, so we have retired for now until further notice. A good position to hold through these tough market cycles is GOLD.