Old West Investment Management – SU
Bull thesis on Suncor Energy Inc. from Old West Investment Management
Northern Oil & Gas
Pitch Summary: Northern Oil & Gas has refinanced its debt to improve its maturity profile, but faces challenges due to lower near-term oil prices impacting free cash flow. The company is valued at $32 per share, down from $33, with a longer-term outlook for $70 WTI oil. BSD Analysis: Northern Oil & Gas has successfully […]
