Good morning! A $5.5 billion investor just told us about a small-cap energy stock he believes could surge 68% thanks to industry-changing technology that’s visible from space.

This company built a unique logistics system that slashes costs, crushes competitors, and makes it indispensable to America’s top oil producers.

Yet despite its dominance — and a 6% dividend yield — Wall Street isn’t paying attention. The stock trades today at a deeply discounted valuation.

David Hay, a four-decade investing veteran and former co-CIO of Evergreen Gavekal, explained why this stock could be one of the rare secular compounders in a volatile industry.

Another team of analysts thinks David’s actually being too conservative — their firm sees it rallying more than 104% by next year.

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