No doubt the LNG market is not working for Cheniere at the moment, and has not for the last year and a half. Fundamentals changed dramatically back then, but there is nothing to say that fundamentals cannot change dramatically again, back into their favor. Sure it is a gamble, what isn't? Some big players are betting on that gamble, big players who have won big on other gambles similar to Cheniere. Writing them off now, as you seem to do, could be a big mistake.