Group 1 - The article discusses the analysis of oil and gas companies, focusing on identifying undervalued names in the sector, including the San Juan Basin Royalty Trust [1] - The author emphasizes the cyclical nature of the oil and gas industry, highlighting the importance of patience and experience in navigating this market [2] - The investing group, Oil & Gas Value Research, seeks out under-followed oil companies and midstream companies that present compelling investment opportunities [2] Group 2 - The article mentions that the author has a beneficial long position in the shares of CRK and VNOM, indicating a personal investment interest in these companies [3] - It is noted that the article is not intended as investment advice, and investors should conduct their own research before making investment decisions [4] - The content reflects the views of individual analysts and does not represent the opinions of Seeking Alpha as a whole [5]
San Juan Basin Royalty Trust: Time To End This Impractical Idea (NYSE:SJT)