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Price
$51.84
USD
Day
+2.2%
YTD
—
Research feed
Latest imported research note for this ticker.
longbuy candidatePhase 5 demote core→research
Imported thesis
Demoted core→research — natgas feedstock can bridge AI power demand, but upstream commodity is too far from the data-centre GW bottleneck for concentration.
Imported reasoning
Record Q1 FCF ($1.832B), sales volume beat guidance; Buy consensus from 22 analysts with 16% upside to US$68.29 PT. Price near US$57 entry zone.
Last imported
Apr 23, 04:15 p.m.
Source report
2026-04-23_core_refresh_brief.md
Private trigger details hidden
Research and watchlist context are visible. Trigger levels and other private portfolio fields remain hidden.
Watchlist notes
Public watchlist context and imported research metadata.
Thesis
Watchlist-only mention from the sleeve note: natgas feedstock angle for AI power infrastructure.
Sleeve
power
Consensus PT (USD)
$69.96
Holdings
No holdings recorded for this ticker.
Smart-money holders
Held by SA-LP — 2.4% of fund (2,482,225 sh, +104% QoQ) as of 2025-12-31
Held by SA-LP — long calls — 0.7% of fund (700,000 underlying sh, -42% QoQ) as of 2025-12-31
Social Signal — last 90 days
No tracked-account mentions in window