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Whats the gameplan for the looming energy crisis?
Posted on 5/12/22 at 10:33 am
Posted on 5/12/22 at 10:33 am
With diesel shortages incoming and oil leases denied by the administration, this thing is heading for a bad place. im losing money at the pump...any strategies to make it back?
Posted on 5/12/22 at 10:37 am to Shamoan
quote:
…any strategies to make it back?
Follow Paul Pelosi and his options trades
Posted on 5/12/22 at 11:00 am to Shamoan
Buy energy stocks.
Vermilion Energy (VET). Canadian company. 50% revenue from Euro nat gas(TTF) which trades at significant premium to North American nat gas.
They are printing money. Huge FCF. Projected free cash flow for 2022 is around $1.8 billion. Market cap is around $3.0 billion. So it trades at less then 2x projected 2022 FCF. Stock should be $30 share by year end.
The play here is Europe eventually getting off of Russia nat gas. This helps companies like Cheniere which exports LNG from North America and producers in Europe like VET.
Vermilion Energy (VET). Canadian company. 50% revenue from Euro nat gas(TTF) which trades at significant premium to North American nat gas.
They are printing money. Huge FCF. Projected free cash flow for 2022 is around $1.8 billion. Market cap is around $3.0 billion. So it trades at less then 2x projected 2022 FCF. Stock should be $30 share by year end.
The play here is Europe eventually getting off of Russia nat gas. This helps companies like Cheniere which exports LNG from North America and producers in Europe like VET.
This post was edited on 5/12/22 at 11:10 am
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