Undervalued Small Natural Gas Producer With a High Dividend Yield (10%+)

A high-yield cash flow story with substantial potential upside from rising gas demand.

This small natural gas producer pays a high dividend yield supported by cash flow, while offering potential upside. The setup is unusual because it pairs elevated cash returns with a clear framework for mitigating a known risk. Josh believes this to be a compelling mispriced opportunity, with additional upside from potentially higher future natural gas prices due to rising AI data center and LNG export demand. Josh’s analysis examines the underlying fundamentals, the dynamics that have left the stock overlooked and undervalued, and outlines where his perspective differs from the market’s expectations.