Matador Resources: Delaware Production To Drive Potential Re-Rating

While the Street worries about the energy transition, I’m executing a growth plan that defies sector skepticism: Matador’s Delaware oil production will likely grow >30% YoY in 2025, and management has guided to a record 40 new wells online this quarter—yet theInvestor focused on mispriced opportunities in financial and technology sectors. I manage my own portfolio and specialize in uncovering asymmetric setups driven by market overreactions, business model shifts, or cyclical inflections. I write to clarify ...