Joseph Hogue recommends Tellurian Inc as a pure play for natural gas bullish investors, noting the estimated 156 million tons per year deficit through 2035. Despite high capital expenditures, significant debt, and cash burn, the company is building infrastructure for future export growth, and at 60 cents a share, it could offer a 3-4x return over the next couple of years.
“at 60 cents a share this is probably the risest stock in the list but could be a three or 4X return over the next couple of years”