Saturday, January 14, 2012

For Investors Only: Another List of Bakken Stocks to Consider -- Seeking Alpha -- "Usual Suspects"

Link here. Listed in order as they appear in the link:
  • NOG
  • Triangle
  • CLR
  • KOG
  • VOG
  • Oasis
  • USEG
Summarizing statement from the link:
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.
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2 comments:

  1. embraceyourinnerhillbillyJanuary 16, 2012 at 12:35 AM

    So close to 4Q/EOY results, why publish this article now using old data?(¿maybe to drive the price lower??)
    KODIAK, 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<<<<<

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    Replies
    1. Bruce OksolJanuary 16, 2012 at 6:41 AM

      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

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