roperdope, thanks for your contributions. I think few parameters your used may need revision, eg.EBITDA US$380m for 4 Mtpa. $1.54b should be shared with LNGL and Stonepeak. You use PE ratio, mine is based on NPV. I will do a comparison between CQP.US & Our Project, and other summary this weekend, probably takes few hours to do. That's my home work for this weekend.
I strongly believe instos have started to buy aggressively. More selling orders, more aggressive buy happening.
Soon, we wish we could buy under $1.
LNG Price at posting:
98.0¢ Sentiment: LT Buy Disclosure: Held