Tellurian Inc (NASDAQ:TELL)

Natural Gas exports are just beginning to take hold. Will be a major contributor to replacing coal all over the world.

From 11/25/2018:

"Tellurian, which expects to own 40% of Driftwood LNG when the dust settles, has been quarterbacking the project through planning, debt structuring, and regulatory filings. The complete project actually goes further than just the $15 billion export facility. It also includes nearly 1.4 trillion cubic feet of gas resources in the Haynesville shale, plans to acquire up to 15 trillion cubic feet of natural gas reserves, and three pipelines worth a combined $7 billion capable of pulling gas from the Permian Basin, Haynesville shale, and the Appalachian region. The diverse gas supply should provide significant economic flexibility to the LNG export facility.

Thanks to exceptional planning, the company hasn't been shy about discussing the financial potential of its massive project. Although a lot of numbers can change between now and when operations begin in 2023, Tellurian expects its equity stake to eventually generate $2 billion in cash flow per year at current natural gas prices. The current market cap of the business is $1.7 billion."

https://www.fool.com/investing/2018/11/25/can-these-2-small-cap-stocks-become-the-next-15-bi.aspx