Just cross-linking DD from Vitards which is very well written, better than what I can write.
https://www.reddit.com/r/Vitards/comments/tqrm6y/vet_a_way_to_play_european_natural_gas/
Some videos going into further breakdowns.
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Looks like they had a great earnings.
Looking at their books, their business ops looks pretty good, on track to pay off their Leucrotta acquisition and Corrib. I didn’t like their hedging losses however, hopefully it is transitory.
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