November 2nd, 2020 - Sandridge Energy is cheap compared to peers, associated with value destruction despite new management, and is exposed to a huge natural gas price torque.
Sandridge is cheap compared to peers, associated with value destruction despite new management, and is exposed to a huge natural gas price torque.
When Crescent Point turns its 25,000 BOEPD back on, analyst estimates will rise and per-share metrics will shoot higher.
The acceleration of the suburbanization trend due to COVID-19 and its aftermath may have a material, sustainable effect on the global oil supply balance.
Devastation in the oil market is headline news, as oil prices fall by the most since 1991 in response to the failure of OPEC+ and an oil price war by Saudi Arabia.
Two $900+ million asset sales were announced on 9/3/2019. Despite transaction similarities and concurrent timing, valuation differences led the selling companies' share prices to react quite differently.
Interviewed and quoted by Forbes, The Wall Street Journal, Bloomberg, Reuters, Fox News, Business Insider, Hart Energy, Seeking Alpha, Haaretz, Al Jazeera, and more.
October 31, 2020: Bison Interests CIO Josh Young joins The Market Huddle show to talk about the macro picture for oil & gas, and a couple of companies posed to take advantage of the current environment
May 13, 2020: (AL JAZEERA NEWS) Bison Interests' CIO was interviewed live and answered some questions about oil prices and oil production, while also giving his thoughts on OPEC's current outlook as the economy begins to reopen
April 2, 2020: (REUTERS) Oil surges more than 13% on hopes of output deal
September 15, 2019: (AL JAZEERA NEWS): How will Saudi Arabia Respond to Attacks on its Oil Plants?
September 14, 2019: (REUTERS) Instant View: Reactions to attack on Saudi oil facilities
September 10, 2018: (PRESS RELEASE): Iron Bridge Resources Announces Agreement with Velvet Energy
February 13, 2018: (FOX NEWS): Oil Rising
October 12, 2017: (HART ENERGY): Is Energy Poised To Win Back Investors?
August 2, 2016: (BLOOMBERG): Hedge Fund Brief (pg. 4 of 15)
February 16, 2016: (BLOOMBERG): Bison Raises $20 millon from university endowment