I suppose Seeking Alpha author Matt Farley is right. NextDecade (NASDAQ:NEXT) is The Ultimate Trump Trade. In fact, it's more of a Trump trade than my own Rethinking Stock Market Trump Trades article I wrote back in December.
In March
NextDecade: Providing The World Access To Reliable LNG
Summary
- NextDecade offers a compelling Trump-era LNG play, leveraging U.S. energy policy tailwinds and robust project finance discipline.
- The Rio Grande LNG project is de-risked by strong institutional partners, long-term contracts, and a robust expansion plan.
- Revenue is underpinned by 19-year fixed-fee contracts covering over 90% of Phase I capacity, with upside from spot sales and future CCS.
- Key risks include regulatory challenges, project delays, and financial obligations, but equity alignment and strategic partners support the bullish thesis.
Global investing.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in NEXT over the next 72 hours. 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.