Easy to Value, Hard to Buy
Disclaimer: For informational purposes only. This is not an offer, solicitation, or investment recommendation. Please consult an advisor and do your own diligence. Do not rely.
Our head of research, Josh Young, has put together a video walkthrough of the company we featured last week—a natural gas producer he considers among the most promising and undervalued opportunities in today's market. The company controls significant acreage across North America's most strategic gas basins, positioning it to capitalize on powerful long-term trends of expanding LNG exports and AI-driven electricity demand growth.
Despite delivering exceptional well performance, maintaining an extensive drilling inventory, and operating with a clean balance sheet, the market appears to be pricing this business at a substantial discount to both recent private market transactions for comparable assets and public market peers. He attributes this valuation gap to market structure inefficiencies rather than fundamental weaknesses, creating what he views as one of the most compelling asymmetric opportunities available in the sector.
Premium and pro subscribers can access the full video walkthrough below.