Value Situations

Value Situations

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Value Situations
Value Situations
Acres and Acres of Yield

Acres and Acres of Yield

A high-yield equity situation with a free option on both further energy inflation and a valuable, undeveloped asset base.

Conor Maguire's avatar
Conor Maguire
Nov 16, 2022
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Value Situations
Value Situations
Acres and Acres of Yield
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Disclaimer

Value Situations is NOT investment advice and the author is not an investment advisor.

All content on this website and in the newsletter, and all other communication and correspondence from its author, is for informational and educational purposes only and should not in any circumstances, whether express or implied, be considered to be advice of an investment, legal or any other nature.  Please carry out your own research and due diligence.


As many readers will know, I’ve expressed concerns around inflation and stagflation in recent months in this newsletter. This has led me to seek out equity situations that I expect to be resilient and even benefit in an inflationary or stagflationary future.

This search has led me to a US-listed, niche natural gas and oil business that I believe is very well positioned to benefit from BOTH structurally higher energy prices and future value creation from its substantial asset base.  

In my view this latest idea is a compelling one, particularly amid the current energy crisis, and is one subscribers will hopefully find interesting.

“The meek shall inherit the earth—but NOT the mineral rights.”

- J. Paul Getty (attributed).

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