Buy Cheniere Now: Structural LNG Tailwinds and a Reasonable Entry Into a Cash-Generating Exporter
Cheniere (LNG) trades below short-term moving averages but sits on durable cash generation and a direct play on a widened Henry Hub - TTF arbitrage. With $2.46B in trailing free cash flow, EV/EBITDA ~7.1 and a market cap near $50.5B, the risk/reward favors a long trade into $300 over the next 180 trading days, with a disciplined $225 stop.