Group 1 - Energess Resources aims to provide objective, actionable company-level analysis for investors in the energy sector, focusing on fundamentals such as valuation, capital and operational efficiency, asset quality, and shareholder alignment [1] - Initial coverage will focus on exploration and production (E&P) companies in the United States and Canada, with plans to expand to midstream and royalty companies in the future [1] - The company emphasizes that investments in energy can yield strong total returns and enhance diversification in long-term portfolios when approached with discipline and a value-tilt [1] Group 2 - The author has over 15 years of experience in oil and gas operations, including roles as a production engineer and field-level supervisor across various asset types [1] - The analysis will stay current with quarterly results and key developments in the energy sector [1] - Quality companies with experienced management can provide shareholder value even in challenging pricing environments due to the cyclical nature of commodity prices [1]
Whitecap Resources: Undervalued Post-Veren Merger