Study of BTEGF, JRNGF, RZREF, and SD (Baytex, Journey, Razor and SandRidge energy)
- 04/20/2022 – The US is spending millions to explore a surprising source of untapped power. (Geothermal) #Razor Energy is way ahead on this. I need to revisit Josh’s thesis and video about Razor
Headline: The US is spending millions to explore a surprising source of untapped power. (Geothermal)#Razor Energy is way ahead on this. $rze.v. I own the stock. No recommendation.https://t.co/QX5tGP8TQZ
— Josh Young 🦬🛢️ (@Josh_Young_1) April 20, 2022
Clean energy is buried at the bottom of abandoned oil wells
The US is spending millions to explore a surprising source of untapped power.
- 04/05/2022 – Biden will Canadian oil great again
U.S. Wants More Oil From Canada but Not a New Pipeline to Bring It – WSJ
White House still opposes Keystone, but other options could include shipping more oil by rail or expanding pipeline capacity along existing routes
- 04/03/2022 – discussion on Baytex and Razor energy
Josh Young’s interviews (Tue, May 04, 2021 3:48 PM EDT) The Close Baytex and Razor Energy have a lot more upside to go: Bison Interests’ Josh Young
A rally in crude is benefitting Suncor’s latest earnings due to higher production and stronger oil and gas prices. Josh Young, CIO of Bison Interests, joins BNN Bloomberg to discuss his reaction to the earnings, and why he is still long the Canadian energy market.
- 04/03/2022 – more articles on Razor
Razor Energy: A Call Option On Soaring Oil Prices
Josh Young, CIO of Bison Interests, joins BNN Bloomberg for his outlook on the latest OPEC+ meeting and why he sees a “really promising environment” for Canadian oil and gas stocks moving forward. His top picks are Journey Energy, Baytex Energy and SandRidge Energy.
- Baytex Energy: pay off debt, but stock no change
- SandRidge: great Q3 and acquzition, but stock fell
- Journey: great CEO, biggest cash flow, very low corporate decline rate, pay off debt, way too cheap, not very well followed, easy to own even with lower oil price, very lean. extra asset has power generate, should have 10X multiple for this business, but only given 2.5X. no credit at the market. irrelevant to the oil price, good buffer. extra downside protection.
- None of them is priced in $80.
SandRidge & Baytex Energy, Possibility of a 10X? – Market Huddle Ep. 142 Clip
