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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Macro Voices
Maximizing Returns in Natural Gas Companies
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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.
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