ナショナル・フューエル・ガスに関するコメント

The Dow Jones Industrial Average plunged Monday as the Ukraine-Russia war sent oil prices higher again. $アップル(AAPL.US)$ , $アマゾン・ドット・コム(AMZN.US)$ and $ネットフリックス(NFLX.US)$ fell despite bullish analyst calls. $ビザ(V.US)$ and $マスターカード(MA.US)$ dipped after suspending operations in Russia.
A trio of stocks managed to test buy points despite the bearish action. Railroad play $CSX(CSX.US)$ , gold play $ニューモント・コーポレーション(NEM.US)$...

As fuel prices continue to rocket, travel stocks are selling off.  Meanwhile, travel booking and hotel stocks were also among Monday's worst performers. U.S. Global Jets $U.S. Global Jets ETF(JETS.US)$ an ETF that tracks airline stocks, fell nearly 9%.
Gold miners and oil stocks led the upside among the industry groups. These industry groups continue to provide a fair amount of breakouts for investors looking to stay active in the market. But the stock market remai...

$Archaea Energy Inc(LFG.US)$
De-spac Play (M&A closed: 9/15/21) currently undervalued
LFG is the Leading Renewable Natural Gas (RNG) Company through the simultaneous merger of Aria Energy and Archaea Energy
Sector Opportunity:Natural Gas has seen a major price increase based on Hurricane Ida, up 80% YTD and 31% last month; LFG is tracking that performance up 79% YTD and 32% last month; Goldman thinks the price of Natural Gas could double and recently invested $40M
Revenue:$204M, growing at 38% CAGR; 2x better than the competitors
Profitability:Day 1 profitable $40M in ‘20; In ’21, $65M, 38% margin; 10x EBITDA growth in 5 years; 3x better than the competitors
Valuation:Trading at ~16x 2022 EV/EBITDA, Comps trading at 31x; Implies the stock is currently undervalued and could double
Analyst coverage:PT $32 based on Ortex data, implies a 66% upside
Institutions:Very high Ownership Accumulation Score on fintel, (Ranked 93 out of 21,606 companies); 72 Institutional Investors; Goldman recently invested $40M
Stock:Up 30% in the last month; 100% upside based on comps: PT $40 Thinly traded stock with no shares to borrow, major volume spike could really drive price higher
Catalysts:Natural gas price increases, Initiation reports from more established banks, continued institution buying,
$ナショナル・フューエル・ガス(NFG.US)$$ウルトラパール・パルティシパソエス(UGP.US)$$アトモス・エナジー(ATO.US)$