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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (78250)	10/13/2025 10:17:43 AM
From: robert b furman	Respond to of 78457

Hi E_K_S, This s a new one for me. Huge buyback in 2024 @ $36 and change. Also a half billion acquisition in UIMTA shale and 40 million acquisition in Texas. I expect Capex to tail back. They are awaiting higher hurdle rates and have refinanced some hhigh cost debt at lower prices - expect more of that with rates dropping. One bright spot is the higher price in Appalachian gas. Q3 to be announced after hours on Novemeber 6th and webcasr on the 7th. OPEC+ is increasing production and says emerging markets are taking all supply while EAI and IEA say a glut is in the making. Energy agencies are so Green biased and have a horrible track record of constantly unerestimating emerging market demand. Chronically oof on that aspect, Too political IMO. Bob

To: E_K_S who wrote (78250)	10/13/2025 2:57:34 PM
From: bruwin	3 Recommendations Recommended By Arran Yuan E_K_S robert b furman Read Replies (1) \| Respond to of 78457

NOG. Financials generally look fairly sound, except for the following :- Long Term Debt is high although its related Interest Expense is not currently excessive. Capital Expenditure is VERY High. That could be part of NOG's business. Free Cash Flow Margin is Very Low. You made reference to NOG's FCF. With reference to NOG's Upper BUY price number, NOG is currently very "cheap" as its Price of ~$23 << $150. F-score of 5 apparently is indicative of a "Stable" business in the Sector that it's in. Looking at its Chart ----> ..... NOG was in a fairly confirmed Uptrend until around the 2nd Quarter of 2024, until its price trend then moved sideways between two "Support" and "Resistance" areas of "R1 - S1" and "R2 - S2" where there's been a general downtrend between those two areas, i.e. Lower Lows and Lower Highs. The question now is, what has caused this downtrend seeing as it Financials are Positive and it is under priced ? IMO, when a stock's price moves contrary to the quality of its Financials then its Price will eventually reflect the quality of its Financials and move accordingly..