Chesapeake: Look to Grow with Acquisitions not Engineering
CHK- Chesapeake is the second-largest producer of natural gas and the 11th largest producer of oil and natural gas liquids in the U.S. With an industry-leading portfolio of high-quality unconventional assets, Chesapeake is focused on discovering and developing our large and geographically diverse oil and natural gas resource base. Recently the company announced a $1B stock but back but to become the "Generational buy" that it's being marketed as the company needs to grow by M&A instead if financial engineering. The $1B that us currently being allocated to drive the company's buyback program should be spend to acquire these 3 companies. NES CLNE WPRT. In nature there are factors that are called catalysts. By themselves they may be inert but in combination with other valance electrons they cause the reaction to speed up NES, CLNE, & WPRT have the potential to be the catalyst in the reaction that can push the market cap of CHK upwards into the $100B range.
NES- Nuverra Environmental Solutions, Inc., formerly Heckmann Corporation, incorporated on May 29, 2007, provides environmental solutions to protect, enhance and advance environmental sustainability. Nuverra provides full-cycle environmental solutions to a national customer base consisting of two distinct end markets: Shale Solutions and Industrial Solutions.
The Company is focused on the removal, treatment, recycling, transportation and disposal of restricted solids, fluids and hydrocarbons for E&P customers. It also provides a one-stop-shop for energy recovery, re-refining and recycling of used motor oil and oily wastewater; plus a closed loop spent antifreeze program for retail, automotive and manufacturing customers. Nuverra specializes in providing environmentally compliant and sustainable solutions to a national footprint of customers. If CHK doesn't spend $100M (roughly the market cap of NES) annually on cleaning up its own waist then they will be subject to massive fines in the future. Acquiring NES to service it's own assets will create substantial value for share holders as well as position CHK as a leader in safety and environmental responsibly.
CLNE- Clean Energy Fuels Corp. provides natural gas as an alternative fuel for vehicle fleets in the United States and Canada, based on the number of stations operated and the amount of gasoline gallon equivalents of compressed natural gas, or CNG, and liquefied natural gas, or LNG, delivered. It engages in the designing, building, operates and maintains fueling stations and supply its customers with CNG fuel for light, medium and heavy-duty vehicles and LNG fuel for medium and heavy-duty vehicles. The company also sells non-lubricated natural gas compressors and related equipment used in CNG stations and LNG stations, convert light and medium duty vehicles to run on natural gas, and produce renewable natural gas, or RNG, which can be used as vehicle fuel or sold for power generation. It serves fleet vehicle operators in a variety of markets, including trucking, airports and taxis, refuse hauling and public transit. acquiring this company would allow CHK to become like the major oil companies creating a market model similar to Exxon BP and chevron also this compost was founded by T. Boone Pickens basically like finding a Frank Lloyd Wright home. Current market cap
$400M
WPRT- Westport Innovations, Inc. develops natural gas and liquefied petroleum gas fuel systems technology. It supplies proprietary solutions that allow engines to operate on clean-burning fuels and renewable natural gas fuels, such as compressed natural gas, liquefied natural gas, landfill gas and hydrogen. Westport Innovations also offers LNG fueling systems with direct injection natural gas engine technology for heavy-duty vehicles and off-road applications, such as highway trucks, mining and rail. The company operates its business through the following segments: Westport Heavy Duty, Westport Light Duty, Cummins Westport and Weichai Westport. The Westport Heavy Duty segment engages in engineering, design and marketing of natural gas-enabling technology for the heavy-duty diesel engine and truck markets. The Westport Light Duty segment provides natural gas and liquefied petroleum gas engine and fuel system for the original equipment manufacturer and light-duty automotive markets. It also offers kits and components for aftermarket conversion of engines from gasoline to compressed natural gas and LPG. The Cummins Westport segment designs, manufactures and distributes spark-ignited natural gas engine and technologies, including fuel systems, controls, air handling, filtration, emission solutions and electrical power generation systems. The Weichai Westport segment develops, manufactures, and sells alternative fuel engines for use in automobiles, buses, heavy-duty trucks, marine applications and power generation. The company was founded by David Robert Demers on March 20, 1995 and is headquartered in Vancouver, Canada this leading technological institution is basically the R&D for the industry which will help drive demand for CHK supply. Current market cap $261M