AndyForster

The top 10 uranium stocks already breaking 17% to 28% gains this year & have a big way to go back to previous year Highs. U.S. Dept of Energy Awards $2.7 Billion to restore American Uranium Enrichment, we knew this ;) Years in the making, time for $200 Uranium.

Merry Christmas break out for uranium

$OKE Large-cap midstream energy co with shares down ~34% YTD vs. KMI -8% and EPD -2%... why? 1) 4 segments - NGLs, nat gas processing, crude products, nat gas pipelines 2) revenue is 90-95% fee-based for services (processing, storage, transport, etc.) 3) during 2023-2024: made a few large acquisitions ($10.8bn cash, 182m / +41% shares issued, $19bn debt assumed) 4) since 2022 (pre-acq)... EBITDA +$4.6bn (i.e. ~9x multiple paid) & op. cash flow +$2.4bn & another ~$150m synergies in '26 5) leverage target is 3.5x (vs. 3.9x currently), mgmt expects to get there by YE26... dividend is biggest piece of cap allocation (yield = ~6% and growing 3-4%/yr) 6) '25 EPS guide ~$5.40 (12.4x) and ~$6 in '26 (11x) vs. peers at 17-19x (that would be >$100/share) 7) why is it cheap? 1) still digesting "transformational" acquisitions; 2) skepticism around '25/'26 guide Need to look at peers (KMI/EPD/ET, etc.), but this is a nice recurring rev biz with reasonable leverage and solid growth outlook (power gen is in growth mode)

The consumer on life support or what

OneOK $OKE Looks pretty good. Slight headline beat, reaffirmed FY25 commitments. Looks reasonably strong considering the commodity environment. Probably enough, expectations (and stock price) were low.)