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15 minutes ago
Commented on While Chevron And Occidental Retreat, This $100M Oil Company Goes All-In On America's Cheapest Basin :
Great read—nice to see someone digging into smaller-cap E&Ps instead of just the majors. I agree that the DJ Basin could be a hidden gem, but ESG and regulatory headwinds seem like the wild card here.
17 minutes ago
Commented on While Chevron And Occidental Retreat, This $100M Oil Company Goes All-In On America's Cheapest Basin :
Your article suggests Prairie is currently trading at ~3% of Civitas’ valuation. What growth or execution milestones would justify that gap narrowing, and how likely are those milestones?
17 minutes ago
Commented on While Chevron And Occidental Retreat, This $100M Oil Company Goes All-In On America's Cheapest Basin :
You mention that dilution and volatile oil prices are key risks. What specific hedging strategies or financial buffers do you believe Prairie should adopt to mitigate those risks?
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