Writing up the next Substack edition this weekend.

SOU.v has already had a massive run. Also watching MCF.v in the #NATGAS space.

There’s one more name on my radar that’s still very under the radar. Doing more DD now; if it passes the framework, it’ll likely show up in Wednesday’s Part II, not the weekend update.

Natural gas is still extremely cheap vs oil. I expect that gap to start closing quickly over the coming weeks…

Be on the lookout 👀