Having just mentioned CQP....
lumpygravy posted this on the MLP private board.......
Cheniere Energy Inc
Model update; still has a long runway
Our view: Cheniere recently reported 1Q22 earnings and attended the
EIC conference in Florida. We believe Cheniere remains well-positioned to
benefit from growing demand for liquefied natural gas globally. In the near-
term, given its open capacity, Cheniere should benefit from strong margins.
Longer-term, we see growth beyond Corpus Christi Stage 3. We increase
our estimates and our price target moves to $178 from $151.
Cheniere Energy Partners, L.P.
Our view: CQP's 1Q22 results exceeded expectations and CQP's recently
announced distribution plan should allow for greater cash return to
unitholders, which we view positively. The completion of Sabine Pass Train
6 should drive highly visible cash flow. We maintain our Sector Perform
rating but increase our price target to $54 from $52 on increased cash flow.