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29
Sep

Wrap – Week Ended 09/28/18

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This entry was posted on Saturday, September 29th, 2018 at 8:14 am and is filed under Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

3 Responses to “Wrap – Week Ended 09/28/18”

  1. 1
    jz8782 Says:

    Z – have you looked at Roan Resources? It's a new company as a result of a series of restructuring traced back to Linn Energy. Still OTC listed so very low publicity / liquidity. $2.7 billion market cap; $13/boe EV/1P; ~4.5x 19E EV/EBITDA at $65 WTI so it's perhaps at ~4x 19E EBITDA at current oil price; ~$100 million 19E outspend at $65/bbl WTI so probably FCF neutral at current oil price; Management team all ex-EOG, and EOG had been aggressively leasing acreages next-door in McClain county. Will get to NYSE main body listing by year end.  

    September 29th, 2018 at 11:41 am
  2. 2
    zman Says:

    re 1 – will do

    Canada and US sign new NAFTA deal. 

    September 30th, 2018 at 9:40 pm
  3. 3
    Baylor Says:

    Yep. NAFTA goes away and will be renamed as US – Mex -Canada Agreement

    amazing Stuff.   Market looks to be excited about this. 

     

    September 30th, 2018 at 9:46 pm

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