Not super high quality relative to peers and a bit more leveraged, but a decent business that is rapidly focused on paying down debt, so a little more torque there...and would benefit from higher oil.
Any materials (books, articles, case studies, podcasts etc.) to learn more about the industry? Have some books on my list, such as The Prize, Oil 101, The New Map etc. - anything that you would add? :)
Any thoughts about Equinor?
Ensign Energy Services is another interesting business. ESI.TO
Thanks. I‘ll check it out, was not familar with that one
Not super high quality relative to peers and a bit more leveraged, but a decent business that is rapidly focused on paying down debt, so a little more torque there...and would benefit from higher oil.
Any materials (books, articles, case studies, podcasts etc.) to learn more about the industry? Have some books on my list, such as The Prize, Oil 101, The New Map etc. - anything that you would add? :)
I liked this podcast: https://open.spotify.com/episode/3WykDgSTFrFnrxoKKgw2sE?si=kwxseTlaS9G0YkIKKcJINQ
I like Mccoy with the possible software rerating as the business model slowly changes over time.
Yes, I should definitely take another, closer look at it
Have you looked at Noram?
No, what’s the pitch?