Our Research

Ok fine! I will share with clients within (see link below or check out our website). If you are not a client yet (??) and want to guess, send me your estimate (and any thoughts…

We are adding this to spice up our weekly real time short interest analysis a bit. We believe investors are not fully utilizing this sentiment gauge, all else equal. So now we will be sharing…

We have published numerous reports on this, but in the interest of time let’s distill this down to the lowest common denominator: The current preliminary pricing range of ~$40 – $46p/s is not attractive to…

We are attaching our most up-to-date VG IPO prep deck (in convenient powerpoint/ pdf format). Clients can access this directly via the link below. Within we show: Our updated per share valuation and how that…

…let me answer the last question (3) first: It keeps me actively engaged with shorter-term market dynamics and overall has been quite additive to my understanding of natural gas markets (from more of a trading/…

We have made several changes to our initial (preliminary) VG NAV analysis from last night after listening to the company’s road show presentation (available online). Within, we provide a sensitivity analysis to various marketing spreads,…

We have made several changes to our initial (preliminary) VG NAV analysis from last night after listening to the company’s road show presentation (available online). Within, we provide a sensitivity analysis to various marketing spreads,…

We just finished our preliminary Venture Global NAV analysis. Excited to get this out… While the operating model itself is not entirely finished, we have put together a detailed asset level summary to derive preliminary…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are…

Please see within for which stocks survey takers (Read On) have gotten right, and which ones have been duds. Recall On November 14th we went live with the ‘Survey Portfolio.’ This is a collection of 33…

Translation: ‘Calcasieu: The Gas Game That Brings Joy.‘ Depending on where along the value chain one is located, I guess… thx ChatGPT for the French touch. Calcasieu was very French sounding to us (makes sense…

We are adding this to spice up our weekly real time short interest analysis a bit. We believe investors are not fully utilizing this sentiment gauge, all else equal. So now we will be sharing…

…if 1) We happened to be down in Florida right now at a competitor conference (which we are not, as Central PA is too lovely this time of year. We just like ice cold wind…

For the news, we include a brief summary description for each headline. We only include links to news sources that do NOT require you to have a subscription to the respective site, or if they do, they are…

Within, we provide our thoughts on The Texas Railroad Commission (RRC) most recent monthly ‘Summary of Drilling Permits, Completions and Plugging Reports Processed’ for the month of December 2024. ***Happy to chat on specific stock takes…