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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (76402)	10/22/2024 1:29:39 PM
From: Elroy	Read Replies (2) of 78714

The idea is NG can be run directly to these data centers and power generators to produce on-site electricity. Hmmm, OK. But in reality, WMB's volume growth rate isn't going to increase materially any time soon, is it? My understanding was always that WMB's pipes are generally full, and on long long term contracts, and so good times or bad, they'd pipe the same amount of gas and get the same profit. Price of natural gas isn't a driver as well, just volumes, which are usually fixed and on long term contracts. Is WMB going to build new pipes which go into data centers and thereby increase WMB's annual sales/profits by 20% - 30% over a year or two? And then stabilize again? That's how the stock price is behaving.

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