SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: SolarStonk_7812/4/2022 7:41:10 AM
  Read Replies (2) of 78731
 
Hey everyone. Any thoughts on Occidental Petroleum? High oil prices look set to stay for the next year or so and a conservative estimation of their cashflows at 90$ WTI gives me an intrinsic value of around 120 Billion for the company. They have a good moat as well, in that they are one of the lowest cost operators in the Permian Basin. A windfall tax by the us gov is one possible threat but not sure what the odds are of this threat materializing

note that their financial info gives the weighted average prices at which they sold oil or gas
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext