Sep. 22 at 7:57 PM
$ET is still fundamentally undervalued, war has only bolstered profits for ET due to increased exports for LNG. The powering data centers narrative still very much a factor. Should be
$23 to
$25 already, if we have to wait and realize that later this year or early next year, that’s fine. Earnings are only going to get better with seasonality coming into focus with lower temperatures. My best guess is
$23 by November/December this year. Followed up by
$27 to
$30 at the end of next year.
