Page 1
Page 1
Started By
Message

Whats the gameplan for the looming energy crisis?

Posted on 5/12/22 at 10:33 am
Posted by Shamoan
Member since Feb 2019
9141 posts
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 by Hussss
Living the Dream
Member since Oct 2016
6741 posts
Posted on 5/12/22 at 10:37 am to
quote:

…any strategies to make it back?


Follow Paul Pelosi and his options trades
Posted by Jimmy2shoes
The South
Member since Mar 2014
11004 posts
Posted on 5/12/22 at 10:48 am to
It's gonna be bad
Posted by frogtown
Member since Aug 2017
4971 posts
Posted on 5/12/22 at 11:00 am to
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.
This post was edited on 5/12/22 at 11:10 am
first pageprev pagePage 1 of 1Next pagelast page
refresh

Back to top
logoFollow TigerDroppings for LSU Football News
Follow us on Twitter, Facebook and Instagram to get the latest updates on LSU Football and Recruiting.

FacebookTwitterInstagram