April Investor PresentationMorning All,
Correct me if I am wrong, but I believe there is new language in the presentation about wanting to buyback enough shares to get to pre-merger levels by 2027 ish. That would mean about another 250mm shares repurchased.
2026/2027 timeline for me looks pretty amazing:
1. 350mm shares outstanding
2. Attachie in full operation / cash flow mode
3. LNG Canada pumping at full steam
4. Cheniere energy train 7 operational giving ARC exposure to Global LNG prices
It's hard not to look forward with rose coloured glasses at this point. My investing time horizon for ARC is at leas 20 years, and I firmly believe that this company will be crushing it over that entire timeline.