It's levered to nat gas and the underlying asset i

It's levered to nat gas and the underlying asset is historically volatile. Remember nat gas put in a low this year but if the market tanks there's nothing to say that it's not going to retrace or even retest the lows.

Take a look at my AKS play as well. Steel is needed for any kind of infrastructure build out. Next up concrete, concrete mixing trucks, tires, you get the idea.