Last month, Kinder Morgan (KMI) hosted their Q1’24 earnings call. There was one part of their earnings call that set my little corner of the world on fire: they talked about how the insatiable demand for (reliable) power from AI / data centers could create huge new demand for nat gas.
Andrew, have you looked at HOLI recently?! The sread widened to very juicy level on what looks like a delay in closing.
Slightly- the CEO shares sales a few months before close are giving me a "you will get your face ripped off" feel
https://www.bamsec.com/filing/119312524144516?cik=1357450