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Best Value Stocks to Buy for July 14th
ZACKS· 2025-07-14 10:30
Here are three stocks with buy rank and strong value characteristics for investors to consider today, July 14th:KNOT Offshore Partners LP (KNOP) : This operator of shuttle tankers carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 44.9% over the last 60 days.KNOT Offshore has a price-to-earnings ratio (P/E) of 9.80, compared with 16.00 for the industry. The company possesses a Value Score  of A.Natural Gas Services Group, Inc. (NGS) : This compan ...
摩根大通:全球液化天然气分析_聚焦中国_年度下滑中下半年出现反弹
摩根· 2025-07-14 00:36
Global Commodities Research 08 July 2025 Global LNG Analyzer J P M O R G A N Spotlight on China: A second-half rebound amidst an annual decline Long-term (2030) project outlook • We see ~294 Bcm/year of projects currently under construction to begin operations by 2030 (incl. Plaquemines). The US accounts for about half of Global Commodities Research Otar Dgebuadze, CFA (44-20) 3493-8246 otar.dgebuadze@jpmorgan.com J.P. Morgan Securities plc Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorga ...
Why Is Gulfport Energy Stock Soaring On Friday?
Benzinga· 2025-07-11 17:35
Core Viewpoint - Gulfport Energy Corporation's stock is experiencing a nearly 5% increase as investors anticipate strong second-quarter earnings due to a strategic reevaluation of capital spending plans [1] Group 1: Strategic Changes - The company is reallocating resources towards dry gas development, including the addition of a four-well dry gas Utica pad, while adjusting the schedule for its wet gas Marcellus pad [1][4] - This proactive approach may allow Gulfport to accelerate completions if natural gas market conditions remain favorable, potentially leading to low single-digit growth in 2026 [2][6] Group 2: Analyst Outlook - JP Morgan analyst Zach Parham has reiterated an Overweight rating on Gulfport Energy, raising the price forecast from $208 to $236, anticipating a robust second quarter [3][4] - Parham estimates cash flow per share (CFPS) at $11.07, slightly above the Street estimate of $10.77, with EBITDA forecasted at $208 million, modestly below the consensus of $223 million [6] Group 3: Production and Financials - Estimated production is projected at 1,037 MMcfe/d, representing a 12% sequential increase, with oil output expected at 8.1 MBo/d, exceeding the 7.0 MBo/d consensus [7] - Capital expenditures for the quarter are expected to be around $124 million, slightly exceeding consensus, with an anticipated $65 million in free cash flow, of which $58 million is allocated to share buybacks [7][8]
X @Bloomberg
Bloomberg· 2025-07-11 16:44
MidOcean Energy, a liquefied natural gas company founded by private equity firm EIG and backed by Saudi Aramco, has emerged as the frontrunner to buy a minority stake in Petronas' Canadian business https://t.co/UzgWMGOag0 ...
VG Strengthens German LNG Market Presence With Expanded SEFE Deal
ZACKS· 2025-07-11 14:16
Core Insights - Venture Global Inc. has signed an expanded LNG offtake agreement with SEFE Energy for an additional 0.75 million tons per annum (mtpa) from its CP2 LNG project, increasing total purchases to 3 mtpa over a 20-year contract [1][2][9] - The company has long-term agreements with SEFE Energy and EnBW, totaling 5 mtpa, and has delivered nearly 80 LNG cargoes to Germany, sufficient to power approximately 8 million households annually [3][9] - The CP2 LNG facility, currently under development, is expected to have a capacity of 20 mtpa and commence exports by Q3 2027, playing a crucial role in global energy security [5] Strengthening Energy Security - The new contract enhances Venture Global's partnership with SEFE Energy, contributing to Germany's energy security and supporting the European gas market with a reliable energy supply [4] Project Overview - The CP2 LNG facility is located near the Calcasieu Pass LNG facility and is designed to have 36 liquefaction trains, reinforcing Venture Global's position in the LNG market [5]
4 Low-Beta Defensive Stocks to Buy as Rate Cut Uncertainty Continues
ZACKS· 2025-07-11 12:36
Core Viewpoint - The Federal Reserve is maintaining a cautious stance regarding interest rate cuts due to concerns over inflationary pressures from tariffs imposed by President Trump, leading to uncertainty in the market [1][5][6]. Federal Reserve Meeting Insights - The minutes from the latest Federal Reserve meeting indicate that most officials are not in a hurry to implement an immediate rate cut, suggesting a wait-and-see approach [2][5]. - A delay in rate cuts could lead to increased volatility in the stock market [2][7]. - Most participants believe that any inflationary impact from tariffs will be temporary or modest, and there is no urgency for rate cuts in the near term [6]. Investment Recommendations - Given the current uncertainty, it is advisable to invest in defensive stocks from the utility and consumer staples sectors, which are considered safe havens [3][11]. - Recommended stocks include: - **Atmos Energy Corporation (ATO)**: Expected earnings growth rate of 6%, Zacks Rank 2, beta of 0.70, and a dividend yield of 2.27% [9]. - **Fortis, Inc. (FTS)**: Expected earnings growth rate of 3.8%, Zacks Rank 2, beta of 0.48, and a dividend yield of 3.81% [13]. - **Colgate-Palmolive Company (CL)**: Expected earnings growth rate of 1.7%, Zacks Rank 2, beta of 0.37, and a dividend yield of 2.27% [15]. - **The Coca-Cola Company (KO)**: Expected earnings growth rate of 3.1%, Zacks Rank 2, beta of 0.45, and a dividend yield of 2.94% [17]. Stock Characteristics - The recommended stocks are characterized by low beta (greater than 0 but less than 1), high dividend yields, and favorable Zacks Ranks, making them attractive in the current market environment [4][11].
LNG Alliance Selects Chart Industries' IPSMR® Process Technology and Modular Solution
GlobeNewswire News Room· 2025-07-11 11:30
ATLANTA, July 11, 2025 (GLOBE NEWSWIRE) -- LNG Alliance Pte Ltd (“LNG Alliance”), an integrated provider of LNG export terminal infrastructure and LNG supply, has announced its strategic decision to select Chart Industries' (NYSE: GTLS) (“Chart”) IPSMR® (Integrated Pre-cooled Single Mixed Refrigerant) process technology and modular liquefaction solution for its Amigo LNG export facility with a capacity of 7.8 MTPA in Guaymas, Sonora, Mexico. Chart Industries' cutting-edge IPSMR® process technology sets the ...
X @Bloomberg
Bloomberg· 2025-07-11 07:58
Traders have ramped up bookings at German natural gas storage sites, marking a sharp turnaround from earlier this year when the country exited winter with stockpiles at a three-year low https://t.co/LWyRTmjyuU ...
TC Energy to issue second quarter 2025 results on July 31
Globenewswire· 2025-07-10 21:00
Core Viewpoint - TC Energy Corporation will hold a teleconference and webcast on July 31, 2025, to discuss its second quarter financial results [1][2]. Group 1: Teleconference Details - The teleconference will feature TC Energy's President and CEO François Poirier, CFO Sean O'Donnell, and other executive leadership team members discussing financial results and company developments at 6:30 a.m. MT / 8:30 a.m. ET [2]. - Participants can join the call by dialing 1-833-752-3826 (Canada/U.S. toll free) or 1-647-846-8864 (International toll) without a passcode, and are encouraged to call in 15 minutes prior to the start [3]. - A live webcast will be available on TC Energy's website, and a replay of the teleconference will be accessible two hours after the call until midnight ET on August 7, 2025 [4]. Group 2: Company Overview - TC Energy is a team of over 6,500 energy problem solvers, specializing in connecting the world to necessary energy through a unique network of natural gas infrastructure assets [5]. - The company operates in moving, generating, and storing energy, delivering it to homes and businesses in North America and globally through LNG exports, complemented by strategic ownership in power generation [5]. - TC Energy's common shares are traded on the Toronto (TSX) and New York (NYSE) stock exchanges under the symbol TRP [6].
X @Bloomberg
Bloomberg· 2025-07-10 16:01
Puerto Rico’s finance watchdog is refusing to approve a $20 billion natural gas supply deal that it said would give New Fortress Energy a near-monopoly over the island’s energy future https://t.co/rogF7zKlCu ...