~10x earnings and ~1.5x sales for nat-gas exposure.
XEC is attractively valued for natural-gas exposure, with the current setup framed as “dirt cheap” versus where the market prices gas.
Natural gas is presented as the only viable near-term solution for AI data centers, while US gas is portrayed as deeply discounted versus global LNG pricing. XEC is pitched as around 10x earnings and 1.5x sales, implying investors aren’t overpaying for that demand backdrop.
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