BUY Conviction4/5 Analysis quality85/100 now
The analyst recommends Cheniere Energy due to its position as a pure-play LNG exporter, benefiting significantly from the US-EU energy deal. The company has a strong commercial model with 90% of volumes tied to long-term contracts, ensuring stable cash flows, and substantial capacity expansion plans are underway to meet rising European demand for non-Russian gas. Despite a recent run-up, the stock is considered undervalued on a historical price-to-sales basis.
“Shaneer is positioned as the pureplay LG lever on this theme. While the headline figure is debated, the the direction of travel is unmistakable. Europe wants more non-Russian gas and US LG is the scalable alternative.”