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Since our initial buy recommendation for Gulfport Energy Corporation (GPOR), the stock price is up 18%. Also, Firefly, the largest activist shareholder has increased its stake from 8.4% to 9.9% (source). The sentiment of the industry is negative and large players have already started writing off some of their natural gas assets. However, I believe that the companies that prepare for the coming winter will come out stronger than the competition. GPOR could prepare by being very diligent on capex spending and redirecting those cash flows to buy discounted