- NOG
- Triangle
- CLR
- KOG
- VOG
- Oasis
- USEG
USEG is the only company in the comparison undervalued in both its net oil and gas asset valuation and its oil sales valuation. KOG is the only company in the comparison overvalued in both its net oil and gas asset valuation and its oil sales valuation.
So close to 4Q/EOY results, why publish this article now using old data?(¿maybe to drive the price lower??)
ReplyDeleteKODIAK, in the 4th quarter made a huge investment
( http://kodiakog.investorroom.com/index.php?s=43&item=163 ) in the Bakken. I'd like to see this article published immediately after everyone has filed their 4Q results.
>>>>>>>Transaction Highlights Include:
Contiguous, Largely Undeveloped Leasehold Immediately Adjacent to Kodiak's Existing Core Operating Areas
Consistent with Company's Bolt-on Strategy, Deal Would Provide Cash Flowing Assets Located Principally in Williams and McKenzie Counties, N.D.
Upon Closing, Kodiak Would Control a Significant, Operated Williston Basin Position with ~155,000 Net Acres and ~800 Net Potential Locations for Future Development<<<<<
I was curious if anyone would catch that: of all those mentioned, KOG is the most interesting in terms of growth going forward; Oasis is also very interesting in that regard.
Delete