Souki also explained that over the past six months America has increased its oil production by half a million barrels a day. With oil comes gas, he said, a commodity that many oil companies are simply burning off as they have no idea what to do with it. Meanwhile, in other parts of the globe, natural gas is fetching prices five times higher than in the U.S. Among Souki's many import markets is Japan, a country that is closing its nuclear facilities and will need a replacement energy source. Souki said the first ships will begin leaving Louisiana with U.S. natural gas by 2015. Cramer said despite many skeptics, Souki was able to pull this project together, making shareholders a lot of money in the process.
Get Ready to Speculate
For "Speculation Friday," Cramer highlighted Dynavax Technologies ( DVAX), a stock not for the faint of heart, but one with the potential to double in value. Cramer explained that Dynavax has a promising drug to treat Hepatitis-B in late-stage clinical trials, one that's giving 91% of patients a successful result after just two shots compared to 81% of patients achieving the same after three shots for the current treatment. While the treatment is groundbreaking, Cramer said the FDA did approve a similar vaccine for cervical cancer, so there is precedent for a drug of this nature. Cramer gave all of his usual caveats for investing in such a speculative name, one that could double on positive news but also get cut in half on a negative result. He said to do your homework, use limit orders and never chase the stock higher. There will be no new data points for Dynavax for the next six weeks, said Cramer, so there is no hurry to invest. So how much of an opportunity is there for Dynavax? Cramer said the company is valued at just $800 million, but the market for Hep-B is currently $1.5 billion. Assuming sales of $700 million by 2018, Cramer said the stock is worth twice what it is today.
Here's what Cramer had to say about callers' stocks during the "Lightning Round":