David from Kingdom Capital on UNTC
Yet Another Value Podcast
I Think the Most Important Place to Start Is the Sale Process.
The company's trading about a 500 million dollar market capitalization right now. They are looking to sell their oil and gas assets for a billion. And they've got two other assets in there that, you know, they can't really be worth negative. But the biggest, if you if i just told you that story, the biggest headline change was, they came out about a month ago and said, hey, we're calling off the sales process.
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