This episode introduces what Josh sees as one of the most overlooked and undervalued natural gas producers in the market. With undeveloped acreage in top-tier gas basins, strong well performance, a clean balance sheet, and disciplined capital allocation, the company stands to benefit from structural drivers like LNG exports and growing AI power demand.
Despite these strengths, the stock trades at a steep discount. Josh believes the gap stems from limited visibility and low trading volume, not fundamentals. It’s the kind of opportunity classic value investors have always looked for.
Read the full write-up here: https://www.bisoninsights.info/
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