LNG 3Q2017: 2018 looks to be breakout year, but depends on commercialization

In our opinion, Cheniere needs to buy back all CCH HoldCo II Convertible Senior Notes (CCH Holdco 2 Convertibles), but conversion unlikely before March 1, 2020. So, we feel investors won’t be concerned until 2H2019.
We like that Cheniere’s looking at ways to …, but not thrilled about …. We believe there are many … involving …
We believe … will happen in due time
LT, Cheniere faces … . We’d like Cheniere to take excess cash flow to … and after its …, … no share buybacks.
As expect global LNG markets are …, but we wonder how much of it is due to …
2018 likely to be driven by … and … and …
We believe … will lead to … and … and …. We also look for additional … .

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