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RPC: A Technology Intensive Bind
Seeking Alpha· 2025-08-11 07:59
I analyze oil and gas companies and related companies like RPC in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a fr ...
Evolution Petroleum: An Audit Found Nearly $2 Million And There May Be More
Seeking Alpha· 2025-07-02 11:39
Group 1 - Evolution Petroleum (NYSE: EPM) has exercised its right to audit the operator of its Barnett Shale natural gas properties for the years 2022 and 2023 [2] - The oil and gas industry is characterized as a boom-bust, cyclical sector, requiring patience and experience for successful investment [2] Group 2 - The analysis provided in the article focuses on identifying undervalued companies within the oil and gas sector, including a breakdown of balance sheets, competitive positions, and development prospects [1]
Cal-Maine Foods(CALM) - 2025 Q1 - Earnings Call Presentation
2025-06-27 12:13
1Q 2025 Investor Presentation October 2024 © Cal-Maine Foods. All rights reserved. SECTION 1 Company Overview 2 CAL-MAINE FOODS | INVESTOR PRESENTATION | OCTOBER 2024 3 3 Forward-looking statements and use of non-GAAP financial measures Forward‐Looking and Cautionary Statements This report contains numerous forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 (the "Securities Act") and Section 21E of the Securities Exchange Act of 1934 (the "Exchange Act") relating to o ...
NACCO Industries: Generously Priced
Seeking Alpha· 2025-05-11 07:00
Group 1 - The article focuses on analyzing oil and gas companies, particularly NACCO Industries, to identify undervalued opportunities in the sector [1] - It emphasizes the cyclical nature of the oil and gas industry, suggesting that purchasing companies like NACCO is advisable during periods of reported losses when a recovery is anticipated [2] - The analysis includes a breakdown of essential factors such as balance sheets, competitive positions, and development prospects of the companies in the oil and gas space [1] Group 2 - The author has extensive experience in the oil and gas industry, highlighting the importance of patience and expertise in navigating this boom-bust cycle [2]
Weis Markets: Stock Price A Bit Ahead Of Itself
Seeking Alpha· 2025-05-10 10:10
Group 1 - The article discusses the analysis of oil and gas companies, focusing on identifying undervalued names within the industry [1] - The analysis includes a breakdown of essential factors such as balance sheets, competitive positions, and development prospects of the companies [1] - The service offers exclusive insights to members, including analyses not available on the free site [1] Group 2 - The oil and gas industry is characterized as a boom-bust, cyclical sector, requiring patience and experience for successful investment [2] - The author has extensive experience in the industry, holding qualifications such as an MBA and MA, and is a retired CPA [2]
Hess Midstream: Insider Selling Onslaught Continues
Seeking Alpha· 2025-05-05 03:46
Group 1 - The article discusses the analysis of oil and gas companies, specifically focusing on Hess Midstream, highlighting the search for undervalued names in the industry [1] - Insider selling activity at Hess Midstream LP has been significant, with minimal changes noted since the last report [2] - The oil and gas industry is characterized as a cyclical sector, requiring patience and experience for successful investment [2] Group 2 - The author has a beneficial long position in shares of Hess and ExxonMobil, indicating a personal investment interest in these companies [3] - The article does not serve as a recommendation for stock purchases or sales, emphasizing the need for investors to conduct their own research [4]