1.Quarterly energy prices since 2014.2.LNG direct play is Cheniere. Indirect own nat gas stocks.
- $Vermilion(VET)$ vet.to 45% fcf mispriced, 2nd largest owner, tactical trade, **watch video he explained the euro gas situation
- $HEADWATER EXPL INC.(CDDRF)$ hwx.to largest owner, owns 9.9% of company $11
- $Pipestone Energy Corp.(BKBEF)$pipe.to 33%fcf, 100% up, neutrall on it
3.Again the $75.5 area (blue rising support) needs to hold or we most likely go below $70.4.$Tennessee Valley Authority(TVE)$ TVE CF projections.
YE 2023
FCY at $85 WTI & $5 CAD AECO ~25%
EV/DACF 3.3x
EV/FCF 6.5x
12m TP ~$6 CAD, discount rate used 15%
By 2025 TVE can buyback ~13% of SOhttps://twitter.com/Gugo907/status/1596185027011919873
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