
David from Kingdom Capital on UNTC
Yet Another Value Podcast
00:00
Oil and Gas
Hay, this is probably worth a lot. This is worth weg more. And that's exactly where the thesis went from. Now its drift a and even go back to, all right, whel if prices do go back tho 50 a barrel and three dollar gas, you're still looking at o lik. I sad when january,. is 750 or so million dollar asset om at a ten % discount rate a and that's also ignoring future production games they can do and the other two segments or the business yet that's perfect. We we can talk about the bankruptcy later.
Transcript
Play full episode