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Strategies & Market Trends : Value Investing
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To: robert b furman who wrote (78243)10/12/2025 5:06:33 PM
From: Sean Collett1 Recommendation

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E_K_S

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Hello Bob,

I will do some digging into these.

At first glance with $NOG it looks lime CAPEX is eating away FCF; I am unsure if paying the common dividend and/or buying back the common is the best move? Especially as debt looks to be growing too.

Suppose it all changes if oil starts to move up in price, but seems to be some other oil related stocks that may be better to buy given the FCF buffer they offer. There also appears to be a global directive to keep oil prices down to try and suppress inflation and $NOG appears to be taking up debt to continue the shareholder reward programs - how sustainable if this keep up?

This is of course a 30 second glance so will look into them more this week.

-Sean
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