David from Kingdom Capital on UNTC
Yet Another Value Podcast
I Think Sandbridge Is the Most Expensive on a Marked Market Basis, of Any of the Energy Companies.
i know a lot of people who think sandbridge is very interesting. I've done the math on it. Like, ye, if gas stays here, it's going to be really interesting. But you're exposed to the gas downside. People don't like the hedges and sea liquid. Ah, because it does remove some of the upside. Ah, if gas goes to 20 dollars next week, you ant not going to see much of thaten. They could lay ron tom new hedges a startno, i i'm a hundred % with you. You mention one of the key things i think about you and c c prescotr, who owns over a third of the
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
