The Deep Value, High Performing Natural Gas Play That The Market Has Overlooked

Disclaimer: For informational purposes only. This is not an offer, solicitation, or investment recommendation. Please consult an advisor and do your own diligence. Do not rely.

Josh has identified what he believes is one of the most promising and undervalued natural gas producers in the market today. This company holds substantial, mostly undeveloped acreage positions North America’s most strategic gas basins. It is poised to benefit from long-term structural tailwinds like LNG export growth and surging AI-driven power demand.

Despite exceptional well performance, extensive inventory, a clean balance sheet, and rational capital allocation, Josh sees the market valuing this business at a fraction of what similar assets have commanded in recent transactions, and at a steep discount to competitors’ shares in the public market. He thinks the disconnect is driven by market structure, not fundamentals, and that it may represent one of the most asymmetric setups in the space.