Professional
Added to YB: 2026-05-06
Pitch date: 2026-05-02
LNG [neutral]
Cheniere Energy, Inc.
+0.72%
current return
Author Info
No bio for this author
Company Info
Cheniere Energy, Inc., an energy infrastructure company, primarily engages in the liquefied natural gas (LNG) related businesses in the United States.
Market Cap
$56.7B
Pitch Price
$270.91
Price Target
325.00 (+19%)
Dividend
0.82%
EV/EBITDA
7.83
P/E
11.19
EV/Sales
4.48
Sector
Oil, Gas and Consumable Fuels
Category
value
Bastion Energy ETF Portfolio Holding: Cheniere Energy, Inc.
LNG (holding update): U.S. LNG export toll road w/ 95% 2026 volumes contracted under 20-yr take-or-pay deals, 20s P/E. Mgmt targeting $30 DCF/share by 2030, ~$27+ FCFE/share est. $10B+ buyback authorization through 2030 reducing shares from 210M to 175M (17% retirement). 60% DCF to shareholders (half buybacks/dividends), 40% self-funds growth. Fair value ~$325/share (15x 2030 FCF, 9.5% discount) vs ~$260 recent price.
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