LNG

Kind-Week6443

Thank you( by the way the value in this company is like a gold covered in dogshit now that trumps back….) LNG VERTICAL, Wes Eden’s and his golf buddies from blackrock are orchestrating another marvelous play

Kind-Week6443

I’m down big my self but next thing to do is share this and read for 30 senocds pleae I believe that there’s no way that he can fail. I do know that black rock has always used news and media to their advantage, manipulating what the public perceives as a failing company. This guy put so much infrastructure in place and has the projection by 2027 to be pumping out 10,000,000 tonsof LNG a year worth over $5 billion not to mention the guy build plants and I’m sure gets paid for running the plants and I wouldn’t be surprised if he really step it up as Trumps in office, my thesis about why short squeezing NFE is a good idea for retailers is because the value here is not like a meme stock squeeze like shitty companies like beyond or GameStop. This company is growing and once it seats it downhill run with all that momentum…. The value to look at is not in what the earnings have been nor what his debt is, but what is important is who owes him favors (Donald 100 million) and what infrastructure he’s already put in place i’d like to sharewhat tipped my meter, the couple telltales that gave it away to me…. Lead me down the real rabbit holes, this idea that Puerto Rico is not happening… the gave away too much info by saying the shipment for a working plant is late, it’s late because of a hurricane is news? The news is that a plant needs fuel to run and a loaded lng carrier with that much dangerous cargo has a destination and need to debunker all that somewhere, even deeper after i started digging and found that a contract in Pennsylvania is back up and running… tell me, if a company we’re on the verge of bankruptcy. I believe that salvaging the news of one failed contract would be something all over Bloomberg, great value to reassure your investors, on the other hand, what did drop on the same day a few hours later was all this noise about possible bankruptcy and the only thing bankruptcy talk does is it deters investors from wanting to continue their investment and it deters new investors, the truth is this guy is not slowing down he’s getting a seat at the big table. Qatar is getting behind LNG, I reckon it’s just another power source but will now be promoted like every other alternative to see the media…. What happens when he lands the biggest gas reserve in the gulf? Why on earth would America continue to import oil if we have this resource right at our doorsteps, plus it pivots on the green movement. Suck it 💎🥷🚀

Kind-Week6443

Check this out Donald trump golden boy and blackrocks protogé I believe that there’s no way that he can fail. I do know that black rock has always used news and media to their advantage, manipulating what the public perceives as a failing company. This guy put so much infrastructure in place and has the projection by 2027 to be pumping out 10,000,000 tonsof LNG a year worth over $5 billion not to mention the guy build plants and I’m sure gets paid for running the plants and I wouldn’t be surprised if he really step it up as Trumps in office, my thesis about why short squeezing NFE is a good idea for retailers is because the value here is not like a meme stock squeeze like shitty companies like beyond or GameStop. This company is growing and once it seats it downhill run with all that momentum…. The value to look at is not in what the earnings have been nor what his debt is, but what is important is who owes him favors (Donald 100 million) and what infrastructure he’s already put in place i’d like to sharewhat tipped my meter, the couple telltales that gave it away to me…. Lead me down the real rabbit holes, this idea that Puerto Rico is not happening… the gave away too much info by saying the shipment for a working plant is late, it’s late because of a hurricane is news? The news is that a plant needs fuel to run and a loaded lng carrier with that much dangerous cargo has a destination and need to debunker all that somewhere, even deeper after i started digging and found that a contract in Pennsylvania is back up and running… tell me, if a company we’re on the verge of bankruptcy. I believe that salvaging the news of one failed contract would be something all over Bloomberg, great value to reassure your investors, on the other hand, what did drop on the same day a few hours later was all this noise about possible bankruptcy and the only thing bankruptcy talk does is it deters investors from wanting to continue their investment and it deters new investors, the truth is this guy is not slowing down he’s getting a seat at the big table. Qatar is getting behind LNG, I reckon it’s just another power source but will now be promoted like every other alternative to see the media…. What happens when he lands the biggest gas reserve in the gulf? Why on earth would America continue to import oil if we have this resource right at our doorsteps, plus it pivots on the green movement. Suck it 💎🥷🚀

Kind-Week6443

Short squueze NFE I believe that there’s no way that he can fail. I do know that black rock has always used news and media to their advantage, manipulating what the public perceives as a failing company. This guy put so much infrastructure in place and has the projection by 2027 to be pumping out 10,000,000 tonsof LNG a year worth over $5 billion not to mention the guy build plants and I’m sure gets paid for running the plants and I wouldn’t be surprised if he really step it up as Trumps in office, my thesis about why short squeezing NFE is a good idea for retailers is because the value here is not like a meme stock squeeze like shitty companies like beyond or GameStop. This company is growing and once it seats it downhill run with all that momentum…. The value to look at is not in what the earnings have been nor what his debt is, but what is important is who owes him favors (Donald 100 million) and what infrastructure he’s already put in place i’d like to sharewhat tipped my meter, the couple telltales that gave it away to me…. Lead me down the real rabbit holes, this idea that Puerto Rico is not happening… the gave away too much info by saying the shipment for a working plant is late, it’s late because of a hurricane is news? The news is that a plant needs fuel to run and a loaded lng carrier with that much dangerous cargo has a destination and need to debunker all that somewhere, even deeper after i started digging and found that a contract in Pennsylvania is back up and running… tell me, if a company we’re on the verge of bankruptcy. I believe that salvaging the news of one failed contract would be something all over Bloomberg, great value to reassure your investors, on the other hand, what did drop on the same day a few hours later was all this noise about possible bankruptcy and the only thing bankruptcy talk does is it deters investors from wanting to continue their investment and it deters new investors, the truth is this guy is not slowing down he’s getting a seat at the big table. Qatar is getting behind LNG, I reckon it’s just another power source but will now be promoted like every other alternative to see the media…. What happens when he lands the biggest gas reserve in the gulf? Why on earth would America continue to import oil if we have this resource right at our doorsteps, plus it pivots on the green movement. Suck it 💎🥷🚀

Kind-Week6443

I believe that there’s no way that he can fail. I do know that black rock has always used news and media to their advantage, manipulating what the public perceives as a failing company. This guy put so much infrastructure in place and has the projection by 2027 to be pumping out 10,000,000 tonsof LNG a year worth over $5 billion not to mention the guy build plants and I’m sure gets paid for running the plants and I wouldn’t be surprised if he really step it up as Trumps in office, my thesis about why short squeezing NFE is a good idea for retailers is because the value here is not like a meme stock squeeze like shitty companies like beyond or GameStop. This company is growing and once it seats it downhill run with all that momentum…. The value to look at is not in what the earnings have been nor what his debt is, but what is important is who owes him favors (Donald 100 million) and what infrastructure he’s already put in place i’d like to sharewhat tipped my meter, the couple telltales that gave it away to me…. Lead me down the real rabbit holes, this idea that Puerto Rico is not happening… the gave away too much info by saying the shipment for a working plant is late, it’s late because of a hurricane is news? The news is that a plant needs fuel to run and a loaded lng carrier with that much dangerous cargo has a destination and need to debunker all that somewhere, even deeper after i started digging and found that a contract in Pennsylvania is back up and running… tell me, if a company we’re on the verge of bankruptcy. I believe that salvaging the news of one failed contract would be something all over Bloomberg, great value to reassure your investors, on the other hand, what did drop on the same day a few hours later was all this noise about possible bankruptcy and the only thing bankruptcy talk does is it deters investors from wanting to continue their investment and it deters new investors, the truth is this guy is not slowing down he’s getting a seat at the big table. Qatar is getting behind LNG, I reckon it’s just another power source but will now be promoted like every other alternative to see the media…. What happens when he lands the biggest gas reserve in the gulf? Why on earth would America continue to import oil if we have this resource right at our doorsteps, plus it pivots on the green movement. Suck it 💎🥷🚀

No_Aerie_2717

VG 👌🏿 LNG demand will increase more from EU.

No_Aerie_2717

Regarding energy : LNG (Venture Global)

No_Aerie_2717

Venture Global guys! This will benefit from EU-Russia LNG ban. Ukraine needs more LNG.

No_Aerie_2717

Venture Global guys! EU-Russia LNG sanctions will benefit this company.

FunnyFlight5030

I just had a really wet fart. CALLs on LNG.

AJLResearch

Tough to say. I think in the bullish scenarios you could x4 or x5 your money by early 2030s and x10 it by the mid 2030s. There is a lot of upside convexity to this stock. That said, there is a good degree of risk both with the company and the business model of these LNG export companies.

BL00211

It’s not oil that they had a monopoly on - it’s natural gas and specifically natural gas delivered to Europe. Cutting off gas supply was a massive threat to Europe at the start of the war - at that point almost 70% of Germanys natural gas was from Russia. Natural gas is not easy to transport without pipelines and LNG facilities can take years to build. However, when the war started the US, Middle East and Europe were able to come up with multiple solutions to reduce the need of Russian gas. I’d suggest you go back and look at the outlook from 2021/2022 on the risk of losing Russian gas - the narrative is almost exactly the same on losing Chinese rare earth minerals.

wickedR0b0t

The trump angle was covered in link 11, that's why I said to make sure to read the very end of the article. Edens is also tight with democrats as well, he has considerable pull across the Isle. Which only makes me wonder how come NFE struggles so much with the Puerto Rico deal. But if Egypt really wants to expand its LNG operations I really wouldn't be surprised if they just expanded their business with companies they already work with. And with EU banning Russian LNG, Egypt is in excellent position, being just across the Mediterranean. And as I said, they were instrumental in the recent Gaza peace deal and I really don't think they will risk angering the US at this point by working with the companies under sanctions. But ok, let's wait and see. As you said, black rock usually doesn't back companies about to go under.

BenjaminDanklin1776

Energy, Critical Minerals, and Space. Some of mine are MP, LAC, Lynas, LNG,Bloom,FCX, UAMY, LUNR, and RKLB. Currently sitting at 101% returns.

wickedR0b0t

They do have some financial issues, tbh. That multibillion deal with Puerto Rico that keeps being stalled really kicked them in the teeth. If they manage to close it they should be in a rather good shape. Or if Egyptian LNG angle expands in scope, as I'm speculating here.

bs_123

Love to see this. One time I wrote a whole 3 page reason on Wallstreetbets and when I went to post it was immediately rejected by admins. Not sure why. NEXT happens to be in a space im very familiar with. Ive been working on oil and gas projects for years as an engineer, and most recently LNG projects. I watched workers get paid out huge sums of money at Cheniere as their first trains came online. I was actually recently offered an on staff engineering job at Nextdecade, but i couldn't get my family to agree to move to Brownsville unfortunately. Next is being built by Bechtel, a very solid EPC with discipline in controlling costs and project delivery. They have a reputation of being very capable and solid in the industry. They maybe getting stretched a little thin with the 2 major LNG projects they're building but they're the largest American EPC and dominating right now. I know the Nextdecade commissioning manager and operations staff. They've got a really solid good team of people unlike other projects ive seen that suffer from bad leadership. The opportunity to invest in Cheniere was a 5 year 2x if you invested around the time NEXT is currently at in their development (a year or 2 away from a cargo). But it was already at a market cap of 20 billion. NEXT is less than 2 billion with an easy doubling from here as soon as a drop of LNG comes out of that plant in 2026/2027, and the potential to go up to half of Chenieres pre LNG valuation at the least of 10 billion. I know of no other stock where that's a mid to high likelihood. Ive invested quite a bit and will continue to accumulate.

jhamlin0801

$TGLO is currently a shell company which is majority owned by Delfin Midstream. Delfin Midstream is a developer of Floating Liquified Natural Gas, which will export LNG to other countries. Delfin's management team are mostly former Golar executives. They know what they're doing.

creemeeseason

>The only inexpensive parts of the market are energy, which has no growth, and healthcare, There are segments of energy with plenty of growth in the future. Offshore drillers, for example, are dirt cheap if you look at any projection. Natural gas demand is skyrocketing too between LNG export terminals and power generation. There's a lot of sectors that are cheap right now. Restaurants are in the dumps. Ditto trucking (with improving fundamentals) and logistics. There are insurance names trading cheap (though we might be entering a softer market) and quality regional banks trading at/near TBV. Or finding overlooked individual names.....NATL is trading at 7x forward earnings while hoovering up stock and growing their ATM business. CCSI is another cheap name. Biotech has been gutted. Emerging markets are still relatively cheap with names like MELI and CAAP trading at depressed multiples. I have the problem of more ideas than money.

burgerbread

Turbines now have extremely long lead times, which is restricting the growth of gas consumption. Domestic and international markets are both competing for turbines, and I expect the domestic market (datacenters) to be able to pay more, which means more gas consumption domestically vs internationally. Solar + battery is on parity / cheaper than natural gas, with much shorter lead times, and getting cheaper every year. For example, Pakistan has seen a huge growth in residential solar, reducing their forecast gas consumption by a large amount and diversion of LNG cargos. Expecting that same story to play out in the developing world. This is also helped by the US is restricting Chinese solar/battery imports, which will then be redirected to what were forecast to be market LNG markets. Interest rates are going down, capital is looking to diversify internationally. High financing costs for projects in developing countries has always hurt solar given the large up-front investment, so this will be a huge driver.

Dealer_Chemical

Forget Soybeans and LNG. Trump should make china by BYND.

Brave-Bit-252

May I ask why? I see energy demand increasing exponantially over the next decades (😌). Besides AI and robotics, there are huge parts of the world that have lots of room to grow in terms of general tech and industrialisation. And those are exactly the countries that are going to need LNG. Another factor, even tho more of a personal vision of mine, is the space sector that does not only use LNG as part of rocket fuel, in a growing space economy, like manufactoring in space and what not (Bezos was talking data centers in space), LNG would be the perfect Energy spüle to be transported via rockets. Obviously solar works very well in space, but I’m sure it’s not applicable for every situation. Next Decade is a long term hold. Tbh it doesn’t really belong in this sub.

Brave-Bit-252

Hippies can cope as much as they want, in the end LNG is the most efficient way to Transport Energy reliably. Also part of NEXTs business model is focusing on CO2 neutral LNG, i think by carbon capture, this might give them an edge when it comes to the european customers. Energy demand is going to increase drastically, I don’t think europe will ever be 100% renewables.

LiyangHuang

I agree management matters a lot, but i feel like the news of the completion of train 1 will be a huge catalyst even before we see how operationally competent NEXT’s management is. Also from what I’ve seen NEXT’s management seems pretty level headed and decent. can’t really say for certain of course, but the recent two FIDs in two months give me confidence. they also plan to pay down debt during phase 1 ramp up while trains 4 and 5 are being built. it doesnt seem like they’re in for a quick payday and get out, it seems like they actually want to run the company. VG arguably fucked themselves by fucking over their customers. also their trains were built in a way that allowed that, since they went with the smaller factory built train model so they could actually produce before it was actually “complete”. that’s not even an option for NEXT so there should be minimal risk for NEXT to be tangled in similar arbitrations. yeah the market risk is large, but i guess that just comes down to if you’re bullish or bearish on LNG demand. there’s a ton of hype around nuclear, renewables, etc, but LNG should always have a place given it’s the cleanest of the fossil fuels, and nuclear plants cant ramp up and down easily like gas can, renewables all have issues, solar needs daytime or massive batteries which might not be commercially viable for a while. wind needs wind. hydro needs very specific conditions. So even in a world with increasing solar, wind, nuclear buildout, gas should be the last fossil fuel to go. And LNG offers flexibility that pipeline gas doesnt, so i feel like there will always be a market, although it may not be a great market. And the contracted volumes for phase 1 is like 90%, so phase 1 risk is much smaller. I like the vision, i think there’s great potential. imagine their vision is realized. the spreads stay consistent or dont drop too much. construction completes on time. management is decent at running things. trains 6-8 finish development and commercialization. What kind of valuation are we at then? if 3x what they are worth now then that situation only needs to happen 33% of the time for it to be a good bet. not taking into account opportunity cost, but you get what im saying.

LiyangHuang

yeah that’s true, and the major risk. But I think LNG will have increasing demand. I mean EU is switching to cleaner energy, asia is too and LNG offers flexibility. the ceo said recently also that he believes the stock is undervalued even given the worst estimations of coming market conditions. nothing is certain but that’s why there’s potential for this to be a multi bagger. i think also 85% is contracted across all 5 trains. that’s a lot. although im guessing NEXT’s exposure in phase 1 to bad market conditions may be higher given that they only get their share of the cash assuming debtors and other joint partners get their share.

Elons-Musky-Balls

Yea that’s the move honestly. I been adding to ET which is a LNG pipeline play that pays a stupid high divi and will be a huge part of the power for data center build out no one noticed yet and I been watching oil if it goes any lower I’ll probably buy some

HunterAffectionate96

Bechtel is the best out there - no doubt on that when it comes to construction. Execution not only applies to Bechtel but how capable is the management is the real question. Everyone can agree Cheniere management is exceptional - when it comes to operations. An example of this is VG - not very good guys. Sometimes people need to learn not to believe everything that the management says. VG mgmt told investors arbitration should be favorable - but then recently got smashed when they lost to BP (albeit won against SHEL). How about the next 5 arbitrations? NEXT mgmt says macro outlook is good - yes but not in the near term (of course I might be wrong) but seems the risk / reward is a bit skewed imo. Russian Arctic 2 is a big risk (and Sakhalin and Yamal will continue to run) not to mention Qatar NFE. Recently Pouyanne (TTE CEO) and SHEL and other major IOCs saying LNG oversupply is a key risk in the near term. These guys know what they are doing - have robust trading / marketing businesses and are the major LNG offtakers. Of course I might be wrong but there are other good and less risky investments out there that NEXT.

Reasonable_Roger

Chilly af out there. Also the europoors are sucking up all our LNG.

burgerbread

Exactly. Huge flood of LNG supply coming online in the Gulf Coast Increased gas demand in the US (datacenters, restrictions on renewables) China flooding the world with cheap solar & batteries NG turbines supply limited Possible economic turbulence, lower displacement of legacy coal plants. How can anyone think that the current HH/TTF/JKM spreads are sustainable.

burgerbread

You're right that contracted volumes are protected due to the HH basis; those are low-risk tolling fees. However, when international LNG demand is less than forecast (either due to lower HH-TTF/JKM spreads, lower cost renewables displacing gas consumption), non-contracted volumes will go to 0. The capacity covered under SPAs are causing significant downside risk to volumes not covered under SPAs. With more and more FIDs occurring with a smaller share of capacity under contract, it seems like everyone is just hoping there's endless demand internationally for LNG. In reality, i don't see spreads going up, and much more likely to go down.

HunterAffectionate96

Don’t think so - Cheniere has shown a track record of execution and the scale is much different than newer developers. Also favorable SPA contracts signed at 3-3.5 per mmbtu across Sabine Pass and Corpus Christi. 95% contracted and has small amount left exposed to ttf/jkm. Lots of bearishness in the LNG market and Qatari LNG will flood the market - oversupply in 2027-2030 will likely tighten TTF and Henry Hub spread. You said NEXT has 75% contracted - meaning 25% will need to be on spot at contracted spreads… not good. Arbs will not be good, and basis spread opps limited for NEXT. EV/EBITDA 2 yr fwrd is ~10x for Cheniere. Need to layer in some discount for NEXT. Also NEXT is greenfield - capex per ton of ~1.2k? Vs Cheniere is 5-600 per ton. Newer brownfields around 800. If you look at that capex per ton, IRR is much compressed probs in the mid single to high single digits? Is it attractive? Don’t think so. Longer term post 2030 maybe

burgerbread

The demand is from foreign countries for US LNG; data center demand is for US gas in pipelines. This is actually bad for these LNG companies. Supply side, US gas prices could be going up. Demand side, LNG has to compete with cheaper and cheaper renewables.

LiyangHuang

i think though pipeline gas and LNG also have different uses, pipeline gas requires a ton of infrastructure, and sure it’s cheaper after but LNG can be shipped anywhere without the need for that expensive and time intensive infrastructure

ai-moderator

#TLDR --- **Ticker:** NEXT **Direction:** Up **Prognosis:** Buy stock and 2027+ LEAPs. Company is building LNG facilities with pre-sold capacity and fixed construction costs, creating a highly predictable path to massive cash flow starting in 2027. Could be a 23-bagger if they execute their full vision over the next decade. **Timeline:** Very, very long. See you in the next decade. **Risk:** Execution fails, LNG demand craters, or Russia decides to play nice and flood Europe with cheap gas again.

pigeon_shit

LNG (VG) will rise again. 28 leaps cheap af

Brooksidedata

GIG - discount Oklo NFE - LNG/Energy play LAES - Quantum Security CC - Rare Earth supplies company

leeststorm

A legit supplier of LNG will be leading the world soon

draw2discard2

Lol even if you believed the statistics coming from your President in the 7th year of his 5 year term, sending out the TCC to capture more ~~meat~~ his citizens to send to their unwilling deaths do you think that 300,000 deaths is a good value on trying in vain to make Ukraine part of Nato? Without Nato there would be a lot more people alive, blood is all over its hands. The fact that you have absorbed your propaganda like an LNG Enema straight from Uncle Sam doesn't make other people "immoral".

Wiscoguy1982

LNG isn’t worth the time in this administration.

Brave-Bit-252

So LNG is not the play because on one end hippie europe is going heatpump while poorer countries literally burn coal for energy? And there just isn’t any market for LNG? Can’t be serious. Btw Next Decade is exactly targeting ESG driven markets by focusing on reducing emission in their process. I think they are the play especially because of the hippies.

DonJuansCrow

I've been looking at midstream myself and (not that it means anything) I liked hesm financials too but I passed because they are bakken only currently and so I gathered that most of their stuff is staying in the US market whereas ET for example they have a lot going on in the area where LNG terminals are coming online. To me hesm does look like a good buy and I might end up owning some just gotta keep allocating and see if I come back to it. I need to take better notes but I think hesm was the company that had some B shares or preferreds or something converting and so it looks like massive dilution is happening but actually it was not diluting earnings to the shareholders at all.

Specialist-Gene8840

i m a merchant officer in LNG carriers since 2022 . i was in tankers. i made the change because i saw huge investment in LNG carriers. the company i work for is Capital gas shipmanagement. it will have until 2027 approx 20 lng carrriers.

BurlingtonRider

Canada needs to get its LNG to EU quick

Much_Candle_942

LNG comes to rescue 

Pabst_Blue_Gibbon

Sorry are you saying LNG is shipped from India to Europe? That’s just completely not true.

slimkay

This makes no sense. Europe wouldn’t overpay for LNG if it didn’t need it.

D_is_for_Dante

No because we where forced to buy overpriced American LNG (that we don’t even need).

gamjatang111

People who bet on nvda doing poorly will likely be disappointed data center buildout and investment are real regardless what people here say. Look at stargate in Texas, last year it was just a piece of land, now it is a large data center with 7 LNG turbines to power it.

slimkay

Exports of US LNG to Europe have boomed thanks to the reduction in imports from Russia.

Tex-AK47

LNG at $22

Much_Candle_942

It's **somewhat** (to say the least) improbable that any new data centers coming online in next 6 months will be powered by nuclear energy. Good old LNG gas or solar is a clear, unrecognized winner.  LFG on these suppliers to data centers! 🚀 

Vivid-Avocado9342

If it’s a company I’m only in because the sector is hot I try to get in and out quick. That’s when I’m looking to lock in 15-20% profits as quickly as I can. One example of a play I made recently was Galaxy Digital. I don’t necessarily have high conviction for the success of that company over the very long term, but the whole sector pops every time a new deal gets made (which is literally every other day right now). I hopped in a couple weeks ago and sims today for an 18% gain. They’ll probably run some more from here based on market sentiment, but I’m happy enough with 18% for a short term hold to move on. On the other hand, I intend to hold Venture Global for some time because I think they’re about to outperform the LNG incumbents and they’re going to have fantastic administrative tail winds while they do it. The only thing holding them back now are the remaining arbitration cases, but the first one already settled in their favor and the others are likely to go the same way since they share such similar facts. I can’t really speak to the buying on Monday and selling on Friday thing, weekly timing and seasonality plays is something I’ve never really looked into. As long as the market keeps melting up, it will work though.

AntoniaFauci

> The science behind the reactors are solid now. Marketing hype and delusion. Something that’s never been done before and doesn’t exist is not “solid”. Could it be, after some actual creation and testing? Sure, maybe. But you’re counting chickens as born from chickens who haven’t even been born yet. And worse, the parties telling you “everything is great bro” are ones with a huge incentive to pump and ones with a history of hype going wrong. > Those small ones are not like the old reactors. The chance of leakage is very, very low. Oh good. It’s “low”. According to the salesman. A salesman who will be long gone and paid before the on switch is even installed. BTW, you shouldn’t be focusing on whether the chance of a catastrophe is 10% or 1%, you should be thinking about what the consequences of a problem are. The corrupt nuclear industry never sticks around to fix or clean up. Can you just ride out a 20,000 exclusion zone around a mess that happens? Would it matter if the chance of failure was low (as assessed by the sales cartel and young tech bros) On top of that, even the magical marketed reactor you’ve been enchanted by will take 10-20 years to be operational. Do you seriously think the Oracles and Metas of the world will put their rapacious AI ambitions on hold until then? Nope. Moreover, the fuel is only a fraction of what they use in traditional reactors. Alternatively, LNG powered generators can be privately sourced.

loneImpulseofdelight

The science behind the reactors are solid now. Those small ones are not like the old reactors. The chance of leakage is very, very low. Moreover, the fuel is only a fraction of what they use in traditional reactors. Alternatively, LNG powered generators can be privately sourced.

imcataclastic

I have two war stories with reading, both similar. I traded LNG and also the stock that was rxii (now biogen) in the mid 00s. I’d buy when they were down and sell when they were high and feel great about making a few grand (10s of percent) on each trade. I think Options at the time were not easily done or I just didn’t know about them, but that’s not the point. Each of these stocks had bad wraps, poor fundamentals (at the time) and when they broke out of their patterns I chickened out. I would’ve had retirement money now if I had done what my grandfather taught me - buy and hold.

_Chicken_Chaser_

AI infrastructure: NBIS Natural Gas: FCG WMB LNG EQT Nuclear: CEG BWXT

MarshallGrover

I guess it's not as relevant, being that you are buying calls instead of shares (though the former is sensitive to fundamentals, is it not?), but I'm curious if you gave any thought to the risk of a potential LNG oversupply in the next few years, and how that might compress margins even if Rio Grande Train 4 comes online on schedule.

SxnderBoy

I work in the industry (cheniere), $NEXT & $VG are very solid buys LNG 📈

WSBonlyaccount

Tellurian. Kept waiting for the big break. Made some money when they sold out, but I really thought it’d be the next Chenerie (LNG)

spyingcactis

Annnnndddd…. In our backyard, regulatory and hippie persuasion is moving the needle towards heat pump. Early adopting states have already made the code change for new construction, LNG is not the way

SuperBunnyooo

I am bullish on this company. This isn't just a pump and dump penny stock. This company actually has been around. It trades like its on the verge on bankruptcy, but its not. Its under a lot of financial pressure due to huge amount debts they are holding. Recently signed the 4+ billion contract with Puerto Rico. 70% institutional ownership Its a turnaround play. Lower interest rate, increase energy demand and rise in oil prices and LNG will send this stock flying.

TheBayWeigh

CCL Key Highlights: Q3 2025 net income reached $1.9 billion, surpassing pre-pandemic (2019) levels; revenue hit a record $8.2 billion with net yields up 4.6% YoY, and adjusted EBITDA of $3.0 billion. Full-year 2025 adjusted net income guidance raised for a third consecutive time, now expected to increase nearly 55% YoY; Q4 2025 net income growth guidance exceeds 60%. Sustainability targets ahead of schedule: food waste reduced by 44%, LNG-powered fleet expansion, and emissions reduction initiatives well-progressed. Debt leverage improved to 3.6x EBITDA; $4.5 billion refinanced and $0.7 billion prepaid to streamline capital structure. 2026 bookings robust: 50% of capacity sold at record prices, occupancy levels at 104%, driving visibility into future revenue and profitability. Targeted fleet expansion and new offerings (Celebration Key, Carnival Festivale) capture demand from Gen Z/Millennial travelers, supporting diversification and market share growth Key Technical Interpretations: RSI at 36.35 indicates the stock is neither strongly oversold nor overbought; weakening momentum could present potential for reversal, but not at extreme levels yet. The stock trades 5.26% below its 20-day SMA ($30.66), a bearish signal short-term, confirming downward price pressure. MACD underscores strengthening bearish momentum; negative lines and a deepening histogram reflect the prevailing downtrend. Options sentiment is mixed: call volume is high (short-term bullish speculation), but open interest shows persistent bearish positioning (higher put OI). Market Analysis: Cruise industry rebound accelerates in 2025-2026: Record high demand, particularly among younger demographics (Gen Z, Millennials), and reversion above pre-pandemic earnings underscore strong sector recovery. Booking visibility remains strong: High forward occupancy and premium pricing for 2026 indicate demand resilience and the capacity to pass through pricing, insulating near-term revenue streams from external shocks. Capacity and sustainability are differentiators: Fleet modernization and onboard innovation align with policy trends and consumer expectations, helping CCL maintain relevance and efficiency within an increasingly competitive industry. Macro and regulatory tailwinds: Easing travel restrictions, pent-up leisure demand, and Carnival’s proactive environmental investments position it ahead on both compliance and consumer brand appeal. Investment Outlook: Short-term (1-3 months): BULLISH | Confidence: 65% Robust quarterly results and upward earnings guidance drive positive sentiment, but short-term technicals show caution with bearish price action and negative momentum. Options activity suggests possible near-term reversal if positive catalysts emerge (e.g., earnings, upgrades). Catalysts: Positive earnings momentum, high call trading activity, seasonal booking peaks. Risks: Ongoing bearish technical trend, potential for market-wide selloffs, headline sensitivity in tourism. Medium-term (3-12 months): BULLISH | Confidence: 75% Strong booking pipeline for 2026, improving leverage metrics, and rising profitability bolster medium-term prospects. Sustainability efforts and new ship launches augment growth narrative. Drivers: Delivery of LNG-powered ships, execution on booking trends, stabilization/further reduction of debt leverage. Risks: Execution on expansion, macroeconomic headwinds (fuel, rates, geopolitical). Risk Assessment: Elevated leverage remains above pre-pandemic norms, exposing CCL to interest rate shifts and refinancing risk should financial conditions tighten. Sustained bearish technical momentum: Despite strong fundamentals, technical signals point to continued short-term weakness unless reversed by material catalysts. Competition and supply expansion risk: Peers are also adding ships; oversupply or aggressive discounting by competitors could pressure yields. Macro/geopolitical exposure: Changes in consumer confidence, oil prices, currency swings, and geopolitical disruptions can quickly affect cruise bookings and margins.

stickman07738

I have been watching FLNG and FLR as these guys should capitalize on the shale - LNG market but nothing.

trustfundkidotaku

So basically wheeling ? The reference is James Cordier a fund manager who bankrupt his firm I think selling naked call on LNG

ben_salander27

I live very close to the LNG plant they’re constructing. They have been making progress every time I drive by. It is starting to look massive. Lots of cranes…13+. And they installed 2 new traffic lights just for the LNG plant. I haven’t gotten in yet but I am seeing multiple insiders buying and the progress in development. The only reason I would build a position is because I literally see it. And insiders keep buying. Not sure if they got terminal 5 secured or not but construction is full on go. I might start a position here. I’m heavy in TSLA and other plays so waiting for them to play out.

high_tech_texan

I just got in with 30K shares. I've worked in the industry for over 45 years and I like the technology (LNG) because it's clean and abundant in Texas. The contracts and the insider buying is just icing on the cake!

Daddy_Day_Trader1303

You have to zoom out on a company like this and ask yourself how long you want to hold for the potential catalysts to take effect. I think the Puerto Rico deal is a major catalyst for keeping them afloat. They also have the Brazil power plant reportedly 70% complete that will increase earnings once online. They also have a another LNG project in Nicaragua that is near completion. With interest rates coming down over the course of next year they can also refinance their debt. This to me is a longer-term hold

babyd42

I've been looking into LNG as a play to address the capacity shortcoming of the extreme increase in energy usage from the data centers being built. In no way, shape, or form will nuclear be ready for this growth and LNG is America's largest most efficient energy production method. The only way to keep up with power demand in the short term is burning more gas.

sachthesack

Not to mention cryptic $, U.S. and LNG!! WTF!

Roots_of_Siam

I’m in! Long LNG and oil stocks

HunterAffectionate96

Dont do it Oversupply concern in 2027-2028 is pretty real with Qatari volumes coming online (north field expansions) and Russian Arctic LNG could also flood the market (obv pending geopolitical alleviation) Also Rio Grande Ph 1 is still under construction and they are highly contracted so any upside from international gas prices (ttf / jkm) not going to be a tailwind (only uncontracted volumes will get benefit from this). If you are playing the weather here - why not rather stable, higher quality stocks like Cheniere for VG? Not worth the risk - Management buying is good and they are in for a long term - not for quick enter and exit

Infamous-Ad-8215

Man I drive by there plaquemine plant often. It’s very impressive and already planning on growth. There revenue was 200+% over projections last quarter. They’re big into the spot market and less contract work than normal lng companies. I think it’s going trade similar to $LNG (cheniere energy) long term. I’m steady adding. It’s half my portfolio now

takeahikehike

Yeah, I have a small amount of it, unfortunately right now the regard in office is killing LNG. 

Infamous-Ad-8215

Anyone seen VG? (LNG company based out of Louisiana). Been loading from 9-13$, it’s a new ticker with ipo last spring. I think there’s good long term growth there and currently undervalued. Big expansion projects in the pipeline, growing industry etc

wsbgodly123

Meet the new LNG play. Same as the old LNG plays eg Tellurian , Chesapeake etc etc all of which had 2-3 trips into BK

Intrepid-Distance-54

Not really volatile, been long holding NEXT, VG, and LNG. Once they become profitable, this is a $15B company all said and done.

Test-User-2345

dig (or whatever it is they do to extract LNG) baby dig

c0rrupt82

Hey... so LNG trader here. This is not the play. LNG demand from major buyers such as China and Japan is declining. We're looking at supply glut with the major new liquidation plants coming online in the next 5 years, all ex USA. Poorer energy scarce nations are returning to dirty, cheaper fuels. Russia has delivered 6 cgos from the sanctioned Artic2 LNG facility to Beihai in china in 5 weeks. With zero response from current administration. That now puts several million tonnes PA backnin play on the supply side.

Feisty-Bathroom-4904

FID means construction can begin. Revenue streams currently at $0. Revenue won’t come in until plants are functioning and that could take years. There’s increased demand in winter for LNG and NextDecade has none to sell to anyone

Ok_Cartoonist6749

LNG sector. NEXT=7.0 MC=1.4B EV=7.0B REV=0 cash=158M debt=5.3B Float=136B. BV=1.0 NFE=2.75 MC=700M EV=9.56B Rev=2.0B or 4 to 6B awaiting for Puerto Rico. CASH=551M Debt=9.4B float=128B BV=4.50 Clearly NFE has greatest potential to be @7 to. 10 to 20 by next year than NEXT.

Infamous-Ad-8215

Has anyone looked into VG (Venture Global)? I’ve been loading heavy from 9-14$, I think long term it’s a good play. They’ve got a few expansions already planned and it’s a domestic LNG company. Already posted a big revenue increase for last quarter. Any thoughts?

Infamous-Ad-8215

Has anyone looked into VG? A domestic LNG company. I’m thinking long term growth and have been adding to my position

Dismal_Act_2457

https://finance.yahoo.com/news/story-shifting-fortress-energy-amid-114543479.html NFE- definitely a huge long term hold. Undervalued by 50% Most analysts set $5-$$7 price targets following new LNG deal

beefydontdie

Enbridge is one of the biggest natural gas producers in North America, they own their own pipelines, and they have a piece of the LNG plants on the BC coast. Natural gas accounts for 43% of electricity in the US, they have a strong steady revenue stream, I think even withouth the dividend they are one of the safest places to park your money for a few decades.

JohnnyStrides

Probably, there's also a lot of tailwinds behind energy with all these data centre stocks starting to blow up (and former crypto miners turned AI data centres like HUT8 and WULF). We're going to need a lot of power and this is the answer (along with LNG).

-_-______-_-___8

Nothing CEG is just as big of a dumpster fire. Negative FCF and negative operating cash flow. They are basically burning money funding their operations 😆 in a well established energy business that is a horrible metric to have. If you want to see a healthy company look into LNG

CryptoApeNL

I’m Bullish on NFE, yes a lot of debt but that’s required to get things going … the endless revenue from LNG will take care of it quickly.

ufostock

Many developements and stratigic moves are ahead, yesterday bloomberg article: NFE is in talks to buy LNG from global suppliers

Dismal_Act_2457

NFE just secured a $4bil deal with Puerto Rico for LNG gas over 7yrs. Paul pelosi rumored to have bought in last month…I’m in 10k shares fuk it

Dismal_Act_2457

NFE was a $15 stock less than a year ago…ran into some debt challenges and now has landed a massive $4billipn deal for LNG production/sales. It is also heavily shorted and institutions are loading the boat. I’m in big. Who else riding

Quiet_Foundation6218

Buying $VG $LNG off Russia gas ban

Dismal_Act_2457

Guys, get out of the DVLT’s and some of these other sketchy stocks. NFE has a real catalyst a $4bil deal with Puerto Rico for their LNG gas and has big turnaround potential. ATCH was a great one too and maybe still is with the 10-k coming soon. Let’s make some money and hold these gems

TheRemoteMan

"NFE Stock Surges on New Puerto Rico LNG Deal" 4 Billion Contract was Finalized. Hence the recent run.

mynamesnotevan23

But the shortage literally undercut Novo so bad that the formulation pharmacies like HIMs took so much of their business away they didn’t recover from yet still. It’s a manufacturing supply issue not an issue they manufactured. LNG is super cheap too but useless if you don’t have a gas plant. The peptide is dirt cheap but you can’t do shit with it alone.

NoButterscotch8191

NFE's disastrous Q2 2025 financials, a looming debt overhang, acute liquidity pressures, regulatory and political complications around the Puerto Rico LNG contract, and wavering market sentiment together explain why the market is deeply discounting NFE’s equity value even in the face of such a headline contract. It seems this company is on the edge of bankruptcy. No, I will not touch this one.

kabout3r

did the mods block the LNG stock we all know ?

ambidextrous12

Even those much hyped small modular reactors take over a decade to construct. You are right that there will be an energy crunch in the next 2-3 years because of exponential data centers/compute power for AI inference and training. It's hilarious to thing building extraordinarily complex nuclear reactors over a decade+ time frame is the answer China has dirt cheap solar panels and batteries which are rapidly getting adopted by the global South. Once it becomes obvious how cheap and reliable solar panels + batteries are, the US is going to switch to that as well (to supplement existing LNG and shale oil)

CryptoApeNL

Signed major agreement for LNG , look into it and you’ll see why

kabout3r

am i crazy or the mods banned the energy stock with the LNG deal ? .....wtf

Decent_Yogurtcloset3

$NFE🚀🚀 New Fortress Energy (NFE) recently secured a $4 billion, seven-year deal to supply liquefied natural gas (LNG) to Puerto Rico. NFE controlls the only port on the north coast. So puerto Rico is dependent on NFE. I like anything $2.00 in under as long as no dilution i can see it hitting 5 to 10 range. Negatively The company's debt-to-equity ratio is 5.06x, which is considered high.

Ok_Cartoonist6749

U can buy until SP=20 as the revenue and the contract they sign is in Billions and long term hold. The debt of 6B for LNG company is not biggie. They can pay in one year.