ONEOK: Buying Aggressive Consolidation Amid AI Demand
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Dmytro Lebid882 FollowersFollow5ShareSavePlay(15min)CommentsSummaryONEOK continues the integration of acquired assets, the results of which will determine the company's future performance.OKE's organic growth projects and export terminal expansion position it to capture U.S. LNG export growth and deliver up to $450M in annual synergies.The article analyzes the economic market conjuncture, which helps identify growth drivers.The risk assessment is not limited solely to the analysis of energy prices, as the main threat stems from the complexity of asset integration.CHUNYIP WONG/E+ via Getty Images Investment Thesis ONEOK (OKE) continues its transformation from a traditional midstream company into an aggressively consolidating player. After recent acquisitions and deals, it is focusing on creating a unique integrated value chain. I highlighted these strategic decisionsThis article was written byDmytro Lebid882 FollowersFollowMy professional journey in the investment field began in 2011. Today, I combine the roles of an Investment Consultant and an Active Intraday Trader. This synergistic approach allows me to maximize returns by leveraging deep knowledge in economics, fundamental investment analysis, and technical trading.
What You Will Find in My Analysis: Clear, actionable investment ideas designed to build a balanced portfolio of U.S. securities. A combination of macro-economic analysis and direct, real-world trading experience. My two university degrees in Finance and Economics were merely the starting point—my true expertise was forged through active practice in management and trading. My Goal on Seeking Alpha: To identify the most profitable and undervalued investment opportunities (primarily in the U.S. market) that are capable of forming a high-yield, balanced portfolio. Follow me for a balanced view, backed by active trading practice.Analyst’s Disclosure:I/we have a beneficial long position in the shares of OKE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.