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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (78685)12/10/2025 4:53:42 AM
From: robert b furman2 Recommendations

Recommended By
E_K_S
toccodolce

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Hi E_K_S,

This is a power point presentation regarding NOG's recent joint venture with Infinity . Their 49% portion costs 588 million dollars. Looks to be a large addition to their Appalacian/Uinta holdings. 30% plus CAGR.

I think they are chasing a sector that wuill have future increases in gas prices. The east cost has a large percent of the data centrs in the US!

Looks good to me.

Northern Oil and Gas - Ohio Utica Joint Acquisition Presentation 12.5.25 Final.PDF - rbfurman50@gmail.com - Gmail

Bob
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