CQP: Message Board for Cheniere Energy Partners LP. | Forum profile

Recs: 0 Bank of America Energy Conference, 29 min w/slides LNG/CQP gives half hour with slides. link Growing imbalance in world (proposed and under-construction) liquefaction suggests that lots of ships full of LNG will need a place to call home (at any price?). However, as world natgas prices and demand fall (short-term) the "proposed" liquefaction facilities could ...

Recs: 0 Re: CQP Research Notes Read the debt indentures. Dividends are not allowed without cash flow coverage. CMI needs to pay for the dividend model to work. There is a lot of risk. thread start

Recs: 0 Re: CQP Research Notes Geomean, Nice compilation of the recent news for folks. Since you have been following this one, how do you feel about putting cash to work here? Today CQP touched $7/unit. IF payout remains at $1.7/unit, then investors would get back 73% of their investment in the 3 years that the CMI contract is "covered" (50% of dividend). After ...

Recs: 0 Re: CQP Research Notes Thanks for your note. I've not looked at this stock since Nat gas was around $13. It served as a basis to critically review the situation. I reviewed the latest data in the Oil and Gas Journal which confirms that the decline in US demand for LNG imports in 2008 that you highlight is real. Whether this will continue is subject to ...

Recs: 0 Re: CQP Research Notes Geo, My take is that the 50% of Sabine's LNG contracts (TOT/CVX) are secure for 20 years, save any disaster that keeps the facility offline for more than 18 months. However, the other half of CQP's revenues which comes from the CMI marketing contract is not safe at all. Given the facilities location, Cameron Parish LA, perhaps the ...

Recs: 0 Bank of America Energy Conference, 29 min w/slides LNG/CQP gives half hour with slides. link Growing imbalance in world (proposed and under-construction) liquefaction suggests that lots of ships full of LNG will need a place to call home (at any price?). However, as world natgas prices and demand fall (short-term) the "proposed" liquefaction facilities could ...