EverGen Infrastructure (EVGN.V)

Best way to play renewable gas globally. Pure play. A way to be cleaner in using natural gas. Companies like FTS are making it part of their mandate, and it's a major customer of EVGN. Two transformational acquisitions. Tremendous growth. Need a tough stomach for the volatility. Approved to buy back shares. Price target of $10 or beyond. No dividend. (Analysts’ price target is $6.50)

Key is to reduce emissions but to also use fossil fuels. Pure play, renewable nat gas company. Be aware that this stock will be very volatile, for someone with a higher risk tolerance. Will triple EBITDA by 2023. Cheap, and even more so compared to peers. No dividend. (Analysts’ price target is $10.50)

His preferred play in the renewable natural gas space. Microcap, some volatility. Plans to triple EBITDA by 2023. Biggest customer is Fortis BC. Strong management team. Compelling valuation at less than 5x 2023 earnings. Trading around $5, worth $10, or even beyond if they can execute well.