LNG Cheniere Energy Inc.

$LNG Natural gas is probably going to be in very high demand over the next few years. I'm expecting a late winter, and then when the heat comes for the southern US, natural gas will spike hard. So, I'm buying LNG now, 6 months before my expectations start.

$LNG reported earnings before the open: GAAP EPS of $5.65 vs. $4.33 estimated, a beat of 30.5%. I used Stock Meadow to review the results.

$LNG is ranked #14 in energy balanced with a score of 73 after today's selloff. I posted these rankings earlier, but the data just refreshed. It may not feel like it after today's S show, but a down day can be the right time to invest. I used Stock Meadow's Scoring model to find the next stock I'm buying.

$LNG I've seen these charts before! Trending 📈, above every MA, nothing can go wrong etc. etc. Have never regretted flipping sides when in a stock like that. It's capitulating upwards, needs a breather 😮‍💨

$LNG expects FY27 production to be 56-58 Mmtpa w/ unsold capacity of just 1 Mmtpa or ~2% of total anticipated production Volumes loaded during the Q exceeded ests coming in at 683 Tbtu As of Oct 23, 2026, ~5,120 cumulative LNG cargoes totaling over 350M tonnes of LNG have been produced, loaded & exported from liquefaction projects. LNG increased its FY26 EBITDA from $7.90B-$8.4B to $8.75B-$9.25B & FY26 Distributable Cash Flow guidance from $5.3B-$5.8B to $6.05B-$6.55B due to Train 7 timing, cargo timing, better margin capture, etc Increased div +12% & repurchased 2.8M share in the quarter (YTD repurchased 7.7M shares) In Oct 2026, S&P Global Ratings upgraded its issuer credit rating from BBB+ to A- w/ a stable outlook.

Rough, scary day in the market, and it's okay to feel it. Markets have bounced back from drops before, and I expect this one to as well. For me, days like this are for research, so I used Stock Meadow's scoring model to find the companies to buy. $LNG is ranked #14 in energy balanced with a score of 72.

$LNG trimmed more at 312. Not an ideal exit as far as what it traded at on Friday but this stock has a war premium in it. What could happen next if the war is restarted and escalated is a doomsday scenerio so I'm not inclined to invest in Doomsdays. My other trades are delayed outcomes due to the timing and feed through impacts in the economy. $NTR $LXU and $WEAT War ending is meaningful but you can't put the genie back in the bottle.

$LNG go figure I actually get to participate in a momentum stock. I will be locking in profits leaving a runner as this one continues higher.

They even check the stock price before sending these out: $LNG PT raised to $312 from $283 at Bernstein - keeps Outperform rating

$LNG Q3 '26 Earnings Results & Recap • Reported GAAP EPS of $5.65 up 18.95% YoY • Reported revenue of $6.17B up 39.00% YoY

$LNG new week same fake headlines US releases 8B in Iranian funds thru Qatar US ends blockades Iran opens strait Iran stops blasting ships No nuclear talks

QatarEnergy is negotiating additional long-term LNG supply deals with U.S. exporters, targeting 3–6 million metric tons annually over the coming months, according to Bloomberg. The state-backed producer aims to diversify its supply sources and reduce exposure to geopolitical disruptions in the Persian Gulf. The talks follow recent agreements with Cheniere Energy and Woodside Energy for a combined 7 million tons annually. Potential new suppliers include Venture Global and Commonwealth LNG, backed by Kimmeridge Energy. U.S. Gulf Coast infrastructure would provide more reliable supplies for QatarEnergy's customers in Asia and Europe. Qatar's domestic LNG production has been severely affected by damage to its main production hub during March's military attacks linked to the Iran conflict, while shipping disruptions around the Strait of Hormuz have further restricted exports. Additional U.S. purchases would help offset supply losses. $LNG $WDS $VG

Cheniere $LNG priced $1.2B of senior notes due 2037. The notes carry a 5.800% coupon at 99.313% of par, with closing expected Nov 17; proceeds may refinance debt, including the CCH 2027 notes. Shares closed at $311.67 on Monday, above the SMA50 and above the SMA200, RSI 63. More details in our hub. Not investment advice.

$LNG ended September with its Level 3 liquefaction supply derivative book at 317 million dollars, after starting the year at 2.902 billion dollars. The rollforward in Note 5 puts 2.691 billion dollars of losses on existing deals through cost of sales across the nine months, and net notional on those supply derivatives fell to 9,052 TBtu from 12,218 TBtu at year end.

$LNG QatarEnergy treating Hormuz disruption as a supply-chain planning assumption is the most durable macro read today, and Cheniere sits directly in the path of that repricing. The score eased from 64 to 56, but the YTD has extended to 60.5% and the model already reads this as fully priced in. The tension worth watching: a score that is easing while momentum is still improving usually means the easy leg is behind you, and the next catalyst has to clear a higher bar.

$LNG Will Cheniere's 39% revenue jump last when short-term cargo sales nearly tripled to $1,876M? 🏢 Cheniere, the largest U.S. LNG producer (about $61.5B at the $297.77 close, 16:00 ET Oct 28, 2026), posted Q3 revenue of $6.17B, up 39% from $4.44B, in a 10-Q that also lists its October 2026 QatarEnergy deals for up to 4 mtpa ⚠️ Short-term cargoes sold by its marketing arm brought in $1,876M against $630M a year ago, about 31% of Q3 LNG revenue versus 15%, while long-term contract revenue rose a slower 16% to $4,027M 📈 Net income attributable to Cheniere still rose 12% to $1.17B, or $5.65 a diluted share vs $4.75, even though Q3 2025 carried $654M of non-cash fair-value gains on gas supply deals that stopped after a June 2026 accounting change 📅 Next: The higher dividend is payable November 17, 2026; the 10-Q does not update the Aug 6 full-year EBITDA guide of $7.90-8.40B Source: SEC 10-Q, Oct 29 + SEC 8-K, Aug 6

$LNG EPS = $5.65 * 4 quarters = $22.60 annual EPS * P/E of 20: stock price of $452. Estimated gain from here: 46% The big assumption is the ability to get 4 quarters of such exceptional profits, and I strongly believe they will :-)

$LNG Cheniere to sell QatarEnergy 4 mtpa of LNG through 2054. 🏢 Top U.S. LNG exporter, ~56 mtpa in operation, worth ~$59.6B at $288.405 at 09:38 ET Oct 22, 2026 🤝 1 mtpa of the Sabine Pass volume hinges on a positive FID for SPL Expansion Phase 1, Train 7 (over 6 mtpa) ✅ Priced at Henry Hub plus a fixed fee, FOB; 4 mtpa is about 7% of capacity in operation ⚠️ No cargoes until the early 2030s, fee undisclosed; SPL Expansion FERC and DOE permits pending as of Aug 6 📅 Next: Phase 1 FID, no date given; deliveries begin in the early 2030s Source: Business Wire release, Oct 22 + SEC 8-K, Aug 6