Interview with the CFO of an Undervalued Oil and Gas Company - Key Risk Recently Mitigated

CFO thinks the stock should have risen more on this catalyst, and that the market will eventually come around to the progress the company has made on debt paydown and free cash flow generation

In the recent Bison Insights article, “Cashing In on Gavin Newsom’s Presidential Ambitions – The Biggest Winner from California Energy Policy Moderation,” I discussed how a recent major policy change in California has created a tailwind for an already high-upside, insider-backed oil and gas company. This policy shift, combined with another positive development that was recently announced, has driven outperformance in the stock since publication:

I recently had the opportunity to interview the company’s Chief Financial Officer to discuss these two key developments, hear a detailed update on the company’s operations, and learn more about its capital return strategy (including why he joked that, based on their projected cash flows, the implied dividend yield at today’s share price would be so high that the market might not believe it could actually be maintained).

We also spoke about what it is like reporting to the company’s control shareholders, both of whom have leading track records of creating shareholder value in the oil and gas sector.

The full interview is available below.