A Disconnect plus No Sense Good Afternoon All,
Well here we are with a disaster of a market place in general.
The disconnect of sp vs the knr biz growth is surprising to me and my fellow investors.
I certainly am looking forward to 1st Qtr results shortly with further words from Paul and his Teams on KNRs biz verticals.
Concerning Bio, we now have BioCloud, BioWater and now BioAg that can only further drive more biz rev opportunities.
Note: Never lose sight of their growing core biz plus their ever increasing Blue Chip Client and Partner bases.
Helping, IMSO (in my strongest opinion), to further create continuing record KNR biz growth is the explosive upward trend of nat gas. This afternoon it is hitting $ 8.76 US ( June 2022 contract $/million BTUs ).
To appreciate this nat gas price level, review the price charts for the last 6 months, 1 year, 5 year, 10 year. It truly is an eye opener for future KNR growth. Also very critical to note is the present time of year and the current nat gas pricing vs the years gone by. It truly is shocking and provides some insight as where the gas price may be in the months ahead.
Note: also 40 % of US electrical output is generated by nat gas usage.
With predictions of very hot heat waves to come, electrical power will be very much in demand. In the mean time, there is expected record shipments of liquid nat gas heading to the EU for the foreseeable future. Ensuring, IMO, further record breaking nat gas prices when we head towards the Fall and Winter.
The sp of $ 1.29 today, to me makes no sense but does make very good biz sense as an entry point to buy and hold KNR for the months and years ahead.
KNRs management and Teams, IMSO, will prove that they certainly know how to grow the biz as we will see in the revenue/cash flow growths in the Qtrs/Years ahead. Hard work ahead yes but achievable as we will see.
Best of wishes to All Longs,
Sincerely,
Topseeker