@kaizen_investorApr 7, 2026 · 5:06 PM

The P/S of the LNG wave dropped to 2.78. Just below the wave average of 2.85. This is mainly due to ADNOC that lost 11% of its market cap and is the biggest company in the wave. Other companies like $LNG and $VG are growing by 20% in revenues and market cap. The total revenues of the LNG wave grew by 16% QoQ and 45% YoY. The market cap grew 5% QoQ and 40% YoY. I think LNG is a safe option in the energy transition. Companies are growing with 45% YoY which is the most of all industries. I expect the P/S to rise above the average again next quarter.

@kaizen_investorApr 7, 2026 · 5:06 PM

Q4 Energy transition update. I follow 7 big energy waves to keep track of the transition. Wind: $GEV, SIFG, ORSTED, $CDLR, PNE, NDX, VWS, Goldwind, Windey Green Hydrogen: $PLUG, $NEL, $ITM, TKA, LHYFE, $H2O, HYPRO, BLDP, CWR, FCEL Solar: $FSLR, $ENPH, $NXT, $TE, SMA Solar, Sunrun, Shoal, Longi, Jinko, Trina Energy Storage: $FLNC, STEM, $EOSE, NRGV, IES, $AMPX, $ENVX, CATL, LG, Gotion Nuclear: $BWXT, $SMR, $LEU, ASY, $CCO, Kazatomprom, $OKLO, NXE, UEC, DML LNG: $LNG, $VG, $EE, DLNG, GTT, CCEC, Kunlun, Petronet, ADNOC Mixed companies: $NEE, $VST, $CEG, $BE, $AES, $DUKE, $IBE, $RWE, $ENEL, $D Find out the details here 👇

@thevalueistMar 24, 2026 · 5:39 PM

@KathyKro722 $VG too spendy for me here.