Overweight European Natural Gas for Dividend Yield and Infrastructure Edge

about 1 month ago

Will Thomson

"Equinor, Vara and Harbor Energy. And the thesis, I mean, the thesis at a very high level, each company is a little bit different. But at a very high level, the thesis is, well, these companies all have good solid balance sheets. They all have double digit capital return in the form of dividends with a little bit of share buyback as opposed to a lot of share buyback and a little dividend... And then you have the potential for capital appreciation, which is higher than it would be in the United States because Europe just doesn't like oil and natural gas."

The insight highlights an overweight position in European natural gas companies based on their strong balance sheets, attractive double-digit dividend yields, and infrastructure advantages. The strategy capitalizes on European energy supply dynamics, particularly in a post-Russian gas landscape, aiming for steady income and potential capital appreciation.

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