Yet Another Value Podcast

David from Kingdom Capital on UNTC

Aug 2, 2022

01:07:42

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Highlights

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Episode notes

I Love the Risk Reward of the Stock, but Why Miss It?

02:47

I've Not Talked to Prescott, Any Any Serious Comment?

02:00

Is This Stock on the Pink Sheets?

01:48

Introduction

4min

I Think the Most Important Place to Start Is the Sale Process.

2min

Energy Prices Are Increasing a Masse of Inprese Yes.

2min

Oil and Gas

2min

Is There Any One That Wants to Pay the Pv Ten Values?

3min

Oil in the Gas Hedging

3min

Is This Stock on the Pink Sheets?

2min

I Think Sandbridge Is the Most Expensive on a Marked Market Basis, of Any of the Energy Companies.

2min

I've Not Talked to Prescott, Any Any Serious Comment?

2min

10.

The Upstream Sale Process

3min

11.

What Is the Value of the Golf Assets?

3min

12.

I'm Not Sure if They're Going to Be Very Aggressive on That Front.

4min

13.

Is That a Greatorerview?

3min

14.

The Cost of Building a High Speck Rig Right Now?

2min

15.

I've Done No Work There, So Everyone Go Do Their Own Work

2min

16.

Could Drilling and Upstream Be Split Apart?

4min

17.

I Think It's a Ting Call Option.

2min

18.

Is There Anything We Should Be Thinking About Harder?

2min

19.

Capital Allocation, Right?

2min

20.

The Oil and Gas Company Is a Midstream Company

2min

21.

I Love the Risk Reward of the Stock, but Why Miss It?

3min

22.

Is the Company Going to Pay a Dividend?

2min

23.

What Do You Think Upstream Is Worth?

2min

24.

Do You Throw Any Value Attached to Treme Foll Somit?

2min

25.

A Billion Rigs to 50 Sh One, 60 Net It All Out, Five or Ten Dollars a Share?

2min

26.

How Much Are You Going to Be Buy Back?

2min

27.

Is Uni Corp a Stock That's Going to Be a Blessing or a Cure?

2min

28.

Are We in a Recession or Going Into a Recession?

3min

29.

Generalists Finding Each Other Over Energy Stain

3min

David Bastian from Kingdom Capital discusses his bull thesis for Unit Corp (UNTC).

David's UNTC write up: https://seekingalpha.com/article/4503262-unit-corporation-heads-win-tails-dont-lose

Chapters
0:00 Intro
2:30 UNTC overview
5:00 Discussing UNTC's sale process
11:20 Thoughts on UNTC's prelim Q2 numbers
14:45 What is the market missing with UNTC?
18:00 What is UNTC's major shareholder thinking?
23:20 Why did the Gulf assets sell for such a discount?
27:15 Can UNTC increase their production?
30:15 UNTC's drilling / rig segment
33:30 Valuing drilling
38:15 Midstream's value
46:15 Discussing capital allocation / returns
49:20 UNTC's warrants
52:40 UNTC's SOTP
1:01:00 Generalists in energy

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