NextDecade: The Ultimate Trump Trade

Matt Farley
888 Followers
(15min)

Summary

  • NextDecade's Rio Grande LNG project faces headwinds from a DC Circuit Court ruling, but gains optimism with Trump's pro-LNG administration and key political support.
  • The project aims for 27 mtpa export capacity, with current construction on trains 1-3 and plans for trains 4 and 5 with potential to expand beyond 27 mtpa to be announced.
  • Despite risks from the DC Circuit ruling, the new administration's stance on LNG could significantly benefit NextDecade, making it a compelling long-term investment.
  • Street analysts rate NEXT a Buy with a $10.67 target, signaling 52% upside; I see potential for the share price to go up to $15 by 2025.
3D rendering of LNG tanker sailing in open sea

alvarez

My previous article on NextDecade Corporation (NASDAQ:NEXT) was written in August 2024 directly after the news dropped about the DC Circuit Court ruling against the company continuing its progress on the Rio Grande LNG project site, and the possibility

This article was written by

Matt Farley
888 Followers
Matt is an individual investor that has been in the equity markets for over a decade. His ultimate investing goal is to build a personal brand and stand-alone family office that provides flexibility on when and how he works going forward. Over the years his investing strategy has matured but he has now landed on a dual investing strategy. Focus on long term capital appreciation with index funds (like the S&P500) with a sprinkle of smaller speculative small cap stocks that may lead to outsized returns. Matt supplements his returns through writing far out of the money covered calls. Matt is a petroleum engineer by education and has worked in the energy industry for a decade. In his free time he enjoys discussing investment opportunities, medium-full bodied cigars and single malt scotches. Matt wants to write articles for Seeking Alpha to deepen his knowledge and due diligence on his speculative stock investments, as well as learn from other authors on SA as he recognizes portfolio strategies change as the investor ages.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of NEXT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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