Rapidly Growing, High Value Gas Infrastructure & OFS Company - Executive Summary
This summary uses simple language to explain my latest idea, frame the even more attractive proposition, and prepare you for my interview of the CEO of the company - coming soon!
This is an executive summary of an idea I recently shared called Stable Cash Flows (Mis)Priced as Cyclical. In that article, I may have understated my investment thesis: this company is not just a steady cash-flowing business priced like a cyclical one, it’s a rapidly growing, high value natural gas infrastructure business trading at a reasonable price. And it owns a cyclical oilfield services division that is currently in a deep downturn, which comes with the high growth business nearly for free.
The idea is compelling: the infrastructure business line alone is likely worth more than what the entire company trades for today, and the cyclical side offers added upside when activity eventually recovers. I recently interviewed the CEO of the company - make sure to read this summary before the interview comes out this weekend!
