Post by
energee on Apr 18, 2022 9:03pm
Upside Potential
Nat Gas price is strong. LNG is real for many recipients as long as the faciliites are built to get it from here to there. The USA has done a ghreat job of building LNG facilities and they (and US natgas producers) deserve to win from it. Germany is hugely stressed for natgas supply and a huge challenge as they are a captive to RU. Bad planning but green was the mantra. 20/20 hindsight.
The CDN FED enviro donkey show has jammed projects with enviro/regulatory issues but FEDs now realize they have to step up. Great Co's like AAV can sell all they want and they should.
Should be great for AAV which has low op-cost, top drawer assets, good management, the Entropy CCS value-add and the reality that they will be debt free in 2022.
I see various price targets but all are way too low.