bob the invester

bob the invester
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  • Cheniere Energy's Operating Costs Breakdown  [View article]
    hopefully my writing skills do not get in the thoughts I am saying
    No one here can fight the fact that the world is about to see a massive over supply of lng. The price of oil is not helping that
    And the price of oil is going no where for at least 9 months or longer
    Feb 9, 2016. 10:36 AM | Likes Like |Link to Comment
  • Cheniere Energy's Operating Costs Breakdown  [View article]
    just do not need to write a bunch of stuff that adds nothing
    I am not trying to show I have great writing skills
    The facts are, World prices of lng are falling and will continue to fall.
    They will fall to theirs and the worlds cost to produce
    Every production facility in the world will want to run at full capacity
    It will sell at their cost to produce.This will not cover cost suck as
    interest
    maintenance
    depreciation
    management
    We are already seeing it now and will get worse
    he Platts JKM for LNG cargoes delivered in February fell to $5.975/MMBtu Friday, down 50.25 cents/MMBtu week on week following recent tenders, weak demand across Asia, and lower price expectations from sellers.

    It was the first time the JKM settled below $6/MMBtu since May 24, 2010. On the buy side, most recent tender awards from the Middle East and Argentina were heard transacted below the $6/MMBtu range.

    The most recent tender, by Kuwait Petroleum Co. for delivery of a commissioning cargo to its FSRU on February 29, was heard awarded to BG in the high-$5s/MMBtu, sources said.

    In South America, all eight cargoes awarded by Argentina's YPF were heard sold between $5.50-$6/MMBtu, sources said.
    Feb 9, 2016. 10:31 AM | 1 Like Like |Link to Comment
  • Reuters: Cheniere Energy scraps its crude trading desk  [View news story]
    and these prices are going even lower
    Production all over the world has just started
    If prices this low and production all over the world has just started,it going to be bad, very bad
    Feb 9, 2016. 10:23 AM | Likes Like |Link to Comment
  • Reuters: Cheniere Energy scraps its crude trading desk  [View news story]
    i am now negative n the stock as I can be
    There will always be ng available at some price
    Yes sellers may raise or lower
    And it appears that their contracts cover what they average pay and their location is a good place in the US to get cheap compared to average price of
    ng in US
    Its the buyer taken risk on price
    And yes guarantees might not be guarantees
    Thats not the problem
    Its the massive amount of lng coming to the market
    It will be just like oil
    You will run at full capacity of your train
    The price you get will cover that cost plus shipping to Europ eonly
    It will not cover
    depreciation
    interest
    maintenance
    management
    he Platts JKM for LNG cargoes delivered in February fell to $5.975/MMBtu Friday, down 50.25 cents/MMBtu week on week following recent tenders, weak demand across Asia, and lower price expectations from sellers.

    It was the first time the JKM settled below $6/MMBtu since May 24, 2010. On the buy side, most recent tender awards from the Middle East and Argentina were heard transacted below the $6/MMBtu range.

    The most recent tender, by Kuwait Petroleum Co. for delivery of a commissioning cargo to its FSRU on February 29, was heard awarded to BG in the high-$5s/MMBtu, sources said.

    In South America, all eight cargoes awarded by Argentina's YPF were heard sold between $5.50-$6/MMBtu, sources said.
    Feb 9, 2016. 10:17 AM | Likes Like |Link to Comment
  • Reuters: Cheniere Energy scraps its crude trading desk  [View news story]
    they are not making money
    Feb 8, 2016. 09:17 PM | 1 Like Like |Link to Comment
  • Cheniere Energy's Operating Costs Breakdown  [View article]
    twist the truth
    this article is s far off from the truth ,no one should use it
    Why do you not go on record here and say this article does a fair job on presenting all lng costs and sale price and so the stock should be bought
    Feb 8, 2016. 09:59 AM | Likes Like |Link to Comment
  • Cheniere Energy's Operating Costs Breakdown  [View article]
    i am not
    i hold no position
    just like to things talked about fairly
    speaking of that
    does one of cu ft enter the system and one come out
    not near close to that
    and thats not taken into account
    as I have said ,but all of this matters
    or we could just base an article on a guess ,an a bad guess at that,one that is off by hugely in the facts
    Feb 8, 2016. 09:55 AM | Likes Like |Link to Comment
  • Cheniere Energy's Operating Costs Breakdown  [View article]
    sorry to be so negative on your presentation
    It does look at the facts at least and tries to give a fair look
    But if the center of the argument is they will be making money
    than all cost must go in
    The only way to see if all cost are in your amount is to list
    You are diffidently trying,But just not have the information
    Its not your fault
    The company may not have provided
    The company has only gave possible results on dream prices of lng,which I pointed out months ago and now the lower is the accepted look
    I have never ed focused on whether contracts will be honored
    Because we have not even seen whether contracts will bring profit or loss
    I now I appreciate ,your good work and it does give us a more closer true look
    But its not a true look till we now a more closer look at cost,all cost
    Their cost to operate the plant at when in operation is not any where close to all cost
    down time
    management
    other buildings
    accounting
    depreciation
    maintenance
    taxes
    many more
    I am not saying that they have not done a good job
    They have done a good job
    Its just they and Icon bet that oil and ng prices would be much higher
    Icon honestly admitted months ago
    In my words
    I am betting that energy prices will recover
    So far he is wrong
    Feb 7, 2016. 10:47 AM | 1 Like Like |Link to Comment
  • Cheniere Energy: Don't Miss The Long-Term Picture  [View article]
    a new editor has just posted today an estimate of their cost
    It does not list cost or say whats included
    so do to this it is worth less
    Normally you would look a credit
    Its up
    So they must be close to even
    But I believe thats on a more future production and contracts higher
    The stock now is just down because high risk .high leverage is not popular
    Their quarterly reports are going to be so bad for this year I would not buy
    We are going into a recession in my opinion
    Safer plays are utilities and banks
    nothing that has high debt
    Its time for safety ,period
    Feb 7, 2016. 12:58 AM | Likes Like |Link to Comment
  • Cheniere Energy's Operating Costs Breakdown  [View article]
    Since you article is basicaly based on their cost
    by you
    The best analysis I could find for the cost of liquefaction estimates total liquefaction cost at $1.15 per mmBtu. Of this number, I was initially shocked that the variable costs for the actual liquefaction only amounted to approximately $.43 per mmBtu. The rest are fixed costs covering financing for the construction of the plant
    You have not given enough detail
    So the cost for liquefaction
    This may be just that cost and that cost only
    It may not include
    ideal time
    maintenance and repair
    Other building people ,equipment
    The cost of management of lng
    depreciation,a huge amount
    and many more
    So just on that it almost worth less
    Owe they are buying ng at a 10% discount
    Well maybe they have a local supplier that can supply a small amount at a discount
    What happens when they need a lot?
    Than you give a rosy story on Asia
    Use todays prices ,you do not even give the date
    Huge ,very huge amounts of lng is going to become available from Australia
    There is zero chance that the price of lng will not be much lower in Asia
    There is going t be a glut of lng world wide
    You left out so much in cost and a rosy picture in Asia that this presentation is worth less like your last
    Feb 6, 2016. 03:26 PM | 2 Likes Like |Link to Comment
  • Cheniere Energy: Don't Miss The Long-Term Picture  [View article]
    When they started hh was about $4 kcu ft
    It is now around $2
    Their contract pays in part a % of hh
    15% above
    That means they get 1/2 the amount in that part above hh
    The second is
    Ng demand in the world is way down in % increase that was expected
    There are going to be huge quantities of lng on the market in increases.
    A very large increases compared to demand
    Would you want to invest in some thing that there will be more supply than demand?
    Feb 5, 2016. 09:59 AM | Likes Like |Link to Comment
  • The Firing Of Cheniere Energy CEO Is The Best Thing Investors Could Have Asked For  [View article]
    Europe has had the capability to import lng for a long time
    They have chosen to just import enough to barging with Russia for lower prices
    As I have said .i am not buying and can not say what will happen
    Good luck to those that own
    Feb 4, 2016. 11:25 PM | Likes Like |Link to Comment
  • Cheniere Energy: Don't Miss The Long-Term Picture  [View article]
    the next
    you have a foot note on projected interest
    you need the foot note to undersatnd
    Feb 4, 2016. 10:30 PM | Likes Like |Link to Comment
  • Cheniere Energy: Don't Miss The Long-Term Picture  [View article]
    who cares about EBITDA
    You leave out cost such as interest and a huge number of companies would be very profitable
    Feb 4, 2016. 10:28 PM | 1 Like Like |Link to Comment
  • The Firing Of Cheniere Energy CEO Is The Best Thing Investors Could Have Asked For  [View article]
    I will than answer the question
    The company is levered,money from stock sales and borrowed
    Of coarse you needed some one to come in there and slow things down
    Why?
    Being able to make interest payments
    It appears banks are willing to lend money,more than I thought and at a lower rate since they are doing fine in credit score
    The loans would be backed by assets and so they would always get some thing
    Glade for investors to see this
    I will not be one
    Australia has huge amounts of gas ,already drilled and ready
    Not so like the US
    The US can not compete against ed Australia
    Feb 2, 2016. 09:14 AM | Likes Like |Link to Comment
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