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Cheniere Energy (LNG +3.1%) has remained strong all day after morning rumors that it may be...

Cheniere Energy (LNG +3.1%) has remained strong all day after morning rumors that it may be exploring a potential LBO and rumored premium averages of ~25%. Such rumors have been around before, and Jim Cramer thinks they're "ridiculous."
Comments (11)
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    Leveraged-buyout? From who, (XOM)?
    29 Apr 2013, 05:54 PM Reply Like
  • jpmj4847
    , contributor
    Comments (496) | Send Message
     
    Yes Michael, I think your call is right. XOM and for that matter many big O/G companies are watching LNG's management next move. So far so go, their research and game planes are in my opinion one of and on the cutting edge for the future of our country and the gas boom. LNG needed to hold a tie line just a little while longer, the big shares are circling the ship and putting together an offer that one can't refuse.(one of the biggest packages every, $$$$$$$$$$ & %%%%%%%%%%)!!!! LONG......USA!! jpmj4847
    29 Apr 2013, 06:49 PM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    (XOM) did buy XTO Energy, one of the largest natural gas producers in North America, about 10 years ago.
    29 Apr 2013, 11:39 PM Reply Like
  • Hendershott
    , contributor
    Comments (1498) | Send Message
     
    Leveraged buy out of a development company with $2B in debt and a lot of future funding needs? That story makes no sense whatsoever.
    29 Apr 2013, 10:13 PM Reply Like
  • User 7672721
    , contributor
    Comment (1) | Send Message
     
    Rising natural gas industry price upcycle and improving LNG demand from China and a QE stimulating Japan.
    29 Apr 2013, 11:22 PM Reply Like
  • ukmike8
    , contributor
    Comments (2) | Send Message
     
    LNG is a small small cap and could be swallowed in one gulp. Fly in the ointment is the maverick CEO and hedge fund money.
    30 Apr 2013, 07:43 AM Reply Like
  • Michael Bryant
    , contributor
    Comments (5363) | Send Message
     
    $6 billion market cap is not the definition of a smallcap stock.

     

    smallcap = less than $1 billion
    midcap = $1 billion - $10 billion
    large cap = more than $10 billion
    30 Apr 2013, 11:42 AM Reply Like
  • gcmagone
    , contributor
    Comments (881) | Send Message
     
    Apparently there is a bit of confusion here. The real money resides in Cheniere Energy Partners (CQP) not (LNG).. Perhaps someone at Seeking Alpha will write about this conundrum.
    30 Apr 2013, 03:13 PM Reply Like
  • jpmj4847
    , contributor
    Comments (496) | Send Message
     
    Yes Michael, I'm still with you. Your example is just one of the many buyout by the big conglomerates of smaller independents. The 'Riddle', gcmagone, will be to figure out the formulae that one (PATNERS).....Used to acquire such a rich and product gas fields, built terminals and all this with the first government permit in hand to export. The way of the world, big fish eating the smaller ones. But in this case both benefits......... who or what is the catalysis????? Nothing here changes my mind(buyout). jpmj4847
    30 Apr 2013, 10:55 PM Reply Like
  • gcmagone
    , contributor
    Comments (881) | Send Message
     
    This LNG vs CQP dance is a bit similar to the KMP vs KMR tango. You must be an insider to know the difference.
    1 May 2013, 08:45 AM Reply Like
  • jpmj4847
    , contributor
    Comments (496) | Send Message
     
    Yes, gcmagone, but the bigger riddle is who / what is playing the music (catalysis) insiders maybe or not so much. As always who or what is the difference, I agree. Insiders, both are in the running for the mirror ball. Dancing With The Star, you see all, even the judies sores, but the out come is the difference. Yes , you said , you must be an insider to know the difference.....What about the high-up silent players, much like the viewing voters who make the difference in the final episode. jpjm4847
    1 May 2013, 05:41 PM Reply Like
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