Macro Voices cover image

MacroVoices #422 Larry McDonald: How To Listen When Markets Speak

Macro Voices

00:00

Maximizing Returns in Natural Gas Companies

Investing in natural gas companies like Ontario Resources presents a lucrative opportunity fueled by the increasing demand for LNG in Europe and the growth of artificial intelligence and data centers. With a strong focus on cash flow, low leverage, and stock buybacks, these companies are poised to generate substantial returns, with a projected 11% free cash flow yield. The potential surge in natural gas prices to $6 to $8 within the next few years, coupled with the company's robust financial position, offers a compelling risk-reward scenario for investors.

Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner