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Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC

Yet Another Value Podcast

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Navigating Oil Valuation Amid Legal Hurdles

This chapter explores the valuation dynamics of an oil company, focusing on current pricing and legal challenges impacting its assets. It discusses Exxon's strategic decisions in a complex regulatory environment, particularly concerning its Sable Offshore asset and the implications of ongoing legal battles on production timelines. The conversation highlights financial projections, operational metrics, and the risks involved in ramping up production while managing investor expectations.

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