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

To: E_K_S who wrote (78309)	10/23/2025 9:58:47 AM
From: Sean Collett	Read Replies (1) \| Respond to of 78430

Few of these names are doing real well. I added $HAL to my portfolio on 10/15 ($22.37/s) and up ~20% right now at ~$27.00/s. Even $OXY is catching a small bid (less attractive than $NOG) - I have $OXY at $42.18/s. My $VET position isn't really going anywhere and I am likely stupid for trying to draw from this well. It's up at 1.6% but not the strongest name I have. If $NOG has some opportunity for cash flows that does change their profile a bit given their negative cash flows so could turn out well for them! And in turn you and Rob. IMO now is a good time to build positions here. Like Robert said, oil isn't going away and it will have its day. So many of these names are depressed. -Sean

To: E_K_S who wrote (78309)	10/23/2025 10:19:35 AM
From: robert b furman	2 Recommendations Recommended By E_K_S toccodolce Respond to of 78430

Yup, New purchase adjacent to existing holdings is the common thread with energy M&A. Contiguous land equals longer laterals and more production at a lower cost. The other one that has thaim is PR Permian Resouces. A Permian pure play and has the best and newest technology - # 9 largest produce in the Permian. Their claim to Fame is the lowest cost of drilling per lateral foot in the Permian. I read an article that suggested PR and SM should merge to become a bigger player. Can'y find it but it was from an oil analyst. SM is SM energy. Also a Permian player. Bob