Stock price when the opinion was issued
There are few US players in natural gas (he's very bullish nat gas), given data centre demand for energy. They have 20 years of stay-flat inventory in basins that are close to Canada's new west coast LNG facility. He expects nat gas to trade at $4-5, while others are more bullish.
(Analysts’ price target is $126.89)
Merger between Chesapeake and Southwestern. We're going to need more energy and power production in the US and around the world, and natural gas will be the first stop to do that. Intention in the US to export more LNG. Largest supplier in the Gulf Coast.
(Analysts’ price target is $124.61)Does have debt to pay down, so not sure how that will impact dividend growth. There is economic risk, but as things normalize, natural gas is an area you want to focus on. Yield is 2.20%.