Energy U.S. Community
Our community narratives are driven by numbers and valuation.
Energy U.S. Investing Ideas
Great dividend but share numbers have increased 100% in last 12 months!!
This is one of three major benefits the company brings to the table: As I just briefly explained, the company has a high-margin business model, as it does not incur drilling costs. The Permian is home to almost half of all onshore horizontal rigs in the United States.Read more
Get Ready for a 28.9% Future PE Surge with Occidental Petroleum
Just about 6 years ago when oil was just about worthless I bought 100,000 worth of oil companies. I looked for the cheapest at the time which was OXY trading just around $9.00 to $10.00 a share.Read more
OMSE Poised for Next Leg Up as Bullish Momentum Builds
OMS Energy Technologies Inc. (NASDAQ: OMSE) has staged a powerful breakout, signalling the start of a potential medium-term uptrend.Read more
Fair Value Estimate: ~$30
RISKS: Commodity price volatility (WTI/HH); execution vs. capex and well results; regulatory/environmental in OH/PA; small-cap liquidity/IPO overhang.Read more
Exxon Mobil's 17.5% Upside Promises Industry-Leading Returns in Energy Transition
This analysis concludes that Exxon Mobil (XOM) represents a compelling investment opportunity, with a fair value of $132.00 per share, implying a 17.5% upside from the current price of $112.32. The BUY recommendation is not based on a speculative bet on higher oil prices, but on the company's fundamental transformation, operational excellence, and disciplined capital allocation that is expected to generate sustainable, industry-leading returns.Read more
La tesis es que el castigo (-40%) fue exagerado y los márgenes pueden recuperarse en 2026.
Aseguradora líder en Medicaid y Obamacare; retiró su guía 2025 por costos médicos más altos y la acción cayó ~40 %. La tesis es que el castigo fue exagerado y los márgenes pueden recuperarse en 2026.Read more
room for higher margins
Phillips 66 (PSX) is often considered undervalued for several reasons. Investment analysis typically looks at various factors to determine if a company's stock might be undervalued and whether it has the potential to achieve higher profit margins.Read more
What’s today’s fair value estimate:
Peter Lynch Valuation Based on the formula: Earnings growth rate × TTM EPS, ValueInvesting.io estimates a fair value of $9.09, with 122% upside from recent trading ($4.10 on June 13) . Note this method may overstate value in a cyclical royalty trust like MARPS, but still highlights a potentially significant gap.Read more
Worth a Shot
Intended to be the primary recycle center for asphalt shingles, this company is positioning to be a minor player in oil production from waste products. This is definitely a good idea and quite feasible and may prove profitable if material can be monopolized on a national basis.Read more
