大牛说说LNG咋回事啊？ - 未名空间MITBBS历史存档

大牛说说LNG咋回事啊？# Stock

t*o2011-03-09 08:03

1 楼

NSC EB1B
RD 2014-8-28
Notice Date 2014-9-10
PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
Acceptance 2014-9-22
Today 2014-9-30
Post Decision Activity
On September 30, 2014, we mailed you a notice that we have approved this
I140 IMMIGRANT PETITION FOR ALIEN WORKER.
20 papers (7 journal, 10 first author), 90 citations (60 independent), 80
reviews. No rewards, no media.
希望485 AP EAD顺利，也希望版上朋友好运。36个包子

K*n2011-03-09 08:03

2 楼

??

s*u2011-03-09 08:03

3 楼

Cong！

h*92011-03-09 08:03

4 楼

March 9 (Bloomberg) -- Cheniere Energy Inc. (LNG) rises 7%
premarket; recent volatility around price of LNG shares, units
of Cheniere Energy Partners (CQP) “somewhat unfounded,” Citi’s
Faisel Khan and John Tysseland say.
Upgrades CQP to hold from sell, maintains PT $18; maintains LNG at buy, PT $
10
Sabine Pass (wholly owned entity of LNG/CQP) not in default, Citi says,
citing auditors signed off on financials; says issue of rev. recognition b/w
Cheniere units not new, has been looked at by auditors for >3 years without
incident
LNG’s top holders: Blackstone w/ 14% stake, GSO Capital 14%, Orbis Holdings
11%, Kleinheinz Capital 7.2%, Paulson & Co. 4.1%
NOTE: Yesterday, LNG & CQP plunged 36% & 23%, respectively, after 8-K filing
showed Centerbridge Partners (holder of Sabine Pass notes) alleged unit
recorded “materially false and misleading” 2010 earnings/rev.
NOTE: Centerbridge claimed unit in default, maturity date of notes may be
accelerated; Citi says if this occurred, distributions to common unitholders
of CQP may be suspended; LNG filed lawsuit against fund, says claims “
without merit”
8-K filing (from yesterday)

t*e2011-03-09 08:03

5 楼

cong~~~

h*92011-03-09 08:03

6 楼

Centerbridge 是CQP的note holder, 它说由于LNG/CQP的帐目不符合GAAP的规范，所以
这些note应该default，如果是真的，LNG/CQP就要提早还本，CQP就可能停止分红，所
以昨天LNG大跌35%，LNG/CQP马上否认并起诉Centerbridge，今天LNG又大升30%。

F*m2011-03-09 08:03

7 楼

Cong! Bless 早绿

K*n2011-03-09 08:03

8 楼

多谢楼上前辈，被中概做假吓怕了，不知道 lng 下属公司到底有没有问题，那个
centerbridge不会空穴来风吧？

V*t2011-03-09 08:03

9 楼

cong!

h*92011-03-09 08:03

10 楼

有没有做帐，我们不可能知道，他们说是由Ernst & Young审核的，没问题。不过这个
centerbridge 声称的 default 是 non monetary default, 很可能有人买了PUT，利用
这个来获利。LNG已经涨回不少，CQP相对少些，而且上周earning report 时保证今年
分红$1.7, 觉得CQP风险小些，现在这个价位，div 已经10+%。

m*c2011-03-09 08:03

11 楼

cong

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

h*92011-03-09 08:03

12 楼

Someone on yahoo message board found the following link. Although it's kind
of old, it really explains the LNG/CQP relationship and clarifies things
very well.
http://seekingalpha.com/instablog/559143-kerrisdale-capital-man
这些子公司,孙公司真 TMD tricky.

g*d2011-03-09 08:03

13 楼

cong

w*p2011-03-09 08:03

14 楼

cong

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

f*82011-03-09 08:03

15 楼

Cong!

o*p2011-03-09 08:03

16 楼

恭喜恭喜

l*42011-03-09 08:03

17 楼

Cong!

z*72011-03-09 08:03

18 楼

CONG!

c*a2011-03-09 08:03

19 楼

cong

s*s2011-03-09 08:03

20 楼

cong！

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

l*n2011-03-09 08:03

21 楼

Cong!

c*e2011-03-09 08:03

22 楼

Big congratulations!

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

s*b2011-03-09 08:03

23 楼

Cong

X*r2011-03-09 08:03

24 楼

cong

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

p*o2011-03-09 08:03

25 楼

cong

x*22011-03-09 08:03

26 楼

GXGX

M*42011-03-09 08:03

27 楼

Big Cong!!!

s*t2011-03-09 08:03

28 楼

congratulations!

l*e2011-03-09 08:03

29 楼

Big Cong!!!

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

w*22011-03-09 08:03

30 楼

Cong

b*e2011-03-09 08:03

31 楼

Cong!!

s*l2011-03-09 08:03

32 楼

cong
顺便问一下，140刚刚交上去，收到了Receipt Number，怎么查状态呢？

e*b2011-03-09 08:03

33 楼

沾喜气！cong

x*y2011-03-09 08:03

34 楼

cong

c*22011-03-09 08:03

35 楼

big cong!

k*62011-03-09 08:03

36 楼

cong!! welcome to the I485 waiting list!

Z*a2011-03-09 08:03

37 楼

cong

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

x*22011-03-09 08:03

38 楼

cong

Q*r2011-03-09 08:03

39 楼

pai

v*62011-03-09 08:03

40 楼

cong

V*a2011-03-09 08:03

41 楼

Congrats

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

s*s2011-03-09 08:03

42 楼

cong!

m*x2011-03-09 08:03

43 楼

cong!

c*32011-03-09 08:03

44 楼

cong

h*32011-03-09 08:03

45 楼

cong

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

b*i2011-03-09 08:03

46 楼

Congrats!!

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

p*82011-03-09 08:03

47 楼

cong

u*32011-03-09 08:03

48 楼

gxgx

b*y2011-03-09 08:03

49 楼

Chi!

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

J*a2011-03-09 08:03

50 楼

Gxgx

t*n2011-03-09 08:03

51 楼

re
con楼主！

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

t*r2011-03-09 08:03

52 楼

cong

R*d2011-03-09 08:03

53 楼

cong

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

M*t2011-03-09 08:03

54 楼

共君无事堪相贺
鸬鹚鸂鶒莫漫喜
春风独上望京楼
青青自是风流主

m*r2011-03-09 08:03

55 楼

恭喜感谢分享

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

m*32011-03-09 08:03

56 楼

cong

u*u2011-03-09 08:03

57 楼

cong

a*q2011-03-09 08:03

58 楼

cong

H*C2011-03-09 08:03

59 楼

gxgx

l*a2011-03-09 08:03

60 楼

Chi

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

m*g2011-03-09 08:03

61 楼

Cong!!!

A*62011-03-09 08:03

62 楼

gongxi and bless

NSC EB1BRD 2014-8-28Notice Date 2014-9-10PP 2014-9-18 (took the lawyer two
weeks to get ........

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

s*r2011-03-09 08:03

63 楼

没有包子了

b*o2011-03-09 08:03

64 楼

cong！

b*n2011-03-09 08:03

65 楼

恭喜！楼主跟我情况相似，你递交的材料有多少页？谢谢。

Cong！

【在 s****u 的大作中提到】

: Cong！

x*l2011-03-09 08:03

66 楼

gongxi!!!

k*32011-03-09 08:03

67 楼

gxgx

w*c2011-03-09 08:03

68 楼

big cong

k*02011-03-09 08:03

69 楼

pai

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

m*i2011-03-09 08:03

70 楼

GXGX

y*42011-03-09 08:03

71 楼

re

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

b*i2011-03-09 08:03

72 楼

Cong!,

c*l2011-03-09 08:03

73 楼

cong

S*s2011-03-09 08:03

74 楼

cong

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

g*72011-03-09 08:03

75 楼

re

t*o2011-03-09 08:03

76 楼

http://www.mitbbs.com/article_t0/WBCenter/12552855.html

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80

T*M2011-03-09 08:03

77 楼

cong and bless

【在 t**o 的大作中提到】

: NSC EB1B
: RD 2014-8-28
: Notice Date 2014-9-10
: PP 2014-9-18 (took the lawyer two weeks to get the case # to submit PP)
: Acceptance 2014-9-22
: Today 2014-9-30
: Post Decision Activity
: On September 30, 2014, we mailed you a notice that we have approved this
: I140 IMMIGRANT PETITION FOR ALIEN WORKER.
: 20 papers (7 journal, 10 first author), 90 citations (60 independent), 80