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Expand Energy
Last discussed Jul 21, 2026
A natural gas producer (ticker: EXE) focused primarily on the Haynesville shale basin, controlling a significant share of remaining core Haynesville wells.
Recently discussed in
The 2028 Natural Gas Crisis No One Sees Coming
Matt Smith · Jul 21, 2026
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MS
Matt Smith
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Praised: Controls ~70% of remaining core Haynesville wells; highest quality upstream c...
vs: Trading at low multiple because market doesn't believe in the gas price thesi...
"Expand Energy is probably at the top of that list. They probably control 70% of remaining core Haynesville wells of the very closely known parameters of rock where we know it to be very productive. Expand we think is far and away the biggest winner."
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