Out Fox The $treet

Cheniere Energy votes to replace the founding the CEO after Carl Icahn upped his stake last week. The exact same scenario played out on another Icahn position that hasn't rewarded shareholders. The recommendation is for investors to pay attention to the industry problems and not the executive shuffle.  Over the weekend, Cheniere Energy (NYSEMKT: LNG ) replaced founding CEO and Chairman Charif Souki. The move follows the path of another Carl Icahn position that hasn't worked out very well this year. Read the full article at Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

Summary Cheniere Energy continues lining up new projects before getting the primary Sabine Pass LNG export project into production. The company is continuing to build up debt levels. The competitive landscape in the LNG export market continues heating up as the Gorgon LNG project faces issues with selling test gas. Cheniere Energy's execution risks continue adding up until the company gets major projects into production.     As alluded to in Cheniere Energy: Paying Up For Unfinished Projects , the company is in the midst of a major building boom. The scale of the proposed projects are almost unprecedented considering the company has limited production facilities and proven results. What Cheniere Energy (NYSEMKT: LNG ) does have is ideal assets for building LNG export facilities and a first-mover advantage in getting FERC approval for exporting a precious resource that originally faced concerns that the government woul...

Back at the end of March, Stone Fox Capital suggested that Cheniere Energy ( LNG ) was overheating and investors should be careful buying the stock. The stock quickly surged above $27.50 with numerous technical indicators flashing an over bought condition. The stock spent the next five months fractionally above or below that level. The company is part of a group of high profile stocks attempting to benefit from low natural gas prices. The group includes the likes of Clean Energy ( CLNE ) and Westport Innovations ( WPRT ) that have had drastically different stock results over the last couple of years with Cheniere dramatically outperforming the group. Ironically neither stock has actually benefited from the advantageous situation yet due to the lengthy period it has taken to complete infrastructure projects. Read the full article at Seeking Alpha. Disclosure: No position mentioned. Please review the disclaimer page for more details. 

With a subsidiary of Cheniere Energy ( LNG ) announcing the signing of another long-term supply contract, the stock has become overheated with a RSI approaching 80. Investors need to be concerned that the newest deal won't lead to sales until 2018 at the earliest and could face a block by the federal government. The company plans to be one of the leading domestic LNG exporters. It owns a 61% interest in Cheniere Energy Partners, L.P. ( CQP ) , which owns the Sabine Pass facilities. Cheniere Energy Partners plans to construct six natural gas liquefaction trains that are in various stages of development to produce a total of 27 mmtpa. Read the full article at Seeking Alpha. Disclosure: No positions mentioned. Please review the disclaimer page for more details.