Investor lens:
Price the cash-flow engine
Price the quarter's EPS print
Cheniere: contracted LNG cash-flow engine versus marked-to-market EPS noise
feed gas
LNG train
liquefaction
storage / export
sales / tolling contracts
contracted revenue
cash-flow view
contracted engine
cheap cash-flow multiple
income-statement view
revenue: stable
EPS: mark-to-market
cash-flow engine
EPS print
valuation lens
engine
risk: gas rollover
re-rate path
multiple expands
fresh analyst targets
stall path
discount stays fair
trade stalls