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Energy Stocks Remain Undervalued, Says World’s Best Performing Hedge Fund Manager | Josh Young
Forward Guidance
The Impact of Net Debt on the Capital Structure of Sandridge
Sandridge went from essentially net debt and a position where below $40 oil, they were not sort of net cash flow positive. They're generating a little over a dollar per share and free cash flow, keeping production roughly flat per quarter. So that just the transformation from their balance sheet perspective has been phenomenal. And so if you own a stock at a good price, and you own it at a price where it makes a lot of sense in that current commodity price environment, it still could have worked really well. It was probably going to earn a multiple times return.
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