Packer16 Posted March 4, 2012 Share Posted March 4, 2012 This is an oil and gas company who is transitioning to a more oily mix like SD but with less debt. It expects to have a 50/50 mix by next year. It's PV-10 NAV is around $2.71 with a P&P NAV of $11 to $21. It current price is $3.20. The stock has alot of ownership from Oaktree with two or three board seats. If nat gas prices increase there is some additional upside. They also sell at a modest EV/EBITDA. Any thoughts on this name from our O&G folks? Thx. Packer Link to comment Share on other sites More sharing options...
SharperDingaan Posted March 4, 2012 Share Posted March 4, 2012 Sorry but we will not comment. Link to comment Share on other sites More sharing options...
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