Accessible version Jiangsu Zhongtian Technology (A) Firing on all cylinders with underestimated optical upside, reiterate Buy Reiterate Rating: BUY | PO: 35.00 CNY | Price: 28.83 CNY Optical + subsea + grid driving ~50% earnings CAGR We hosted a call with Zhongtian this week. The commentary supported our positive view across the 3 main businesses. In particular, we expect optical fiber price hikes will drive more consensus upgrades (BofAe 30% above), supporting c.50% earnings CAGR in 2026- 27, while valuati ...

There's 750 billion in US LNG that you and the White House want to sell to Europe in just three years. The numbers sound amazing on paper. Is that number is the reachable.In other words, is the infrastructure able to be built to accommodate those types of sales. Well, Ryan, fantastic to be with you uh here at Gastec uh 2025 in Milan. Uh the demand is certainly there between AI and the European countries that are all trying to get off Russian gas.The whole point of being here this week is for us to following ...