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Energy U.S. Investing Ideas
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Undervalued
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Infinity Natural Resources
DU
DuckDCF
Community Contributor
FY2026 EPS est.: $3.09 (consensus). Industry P/E: ~12.8–13.5 (E&P). → Value $39–$40/share; implied cap $2.4–$2.45B.
Conclusion: Fundamentally supported by strong H1 cash generation, 2025 growth guidance, bigger borrowing base, and insider buying; technically, price is below the 50-EMA with neutral RSI. Strategy: Accumulate $13.3–$14.8 , target $26–$30 , stop ~$12.6. Next earnings: ~Nov 10, 2025 (to confirm).
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US$39
FV
65.1% undervalued
intrinsic discount
51.75%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
New
narrative
Exxon Mobil
HE
Helzur
Community Contributor
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.
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US$132
FV
13.1% undervalued
intrinsic discount
6.50%
Revenue growth p.a.
Set Fair Value
3
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
16 days ago
author updated this narrative
Phillips 66
MS
mschoen25
Community Contributor
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.
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US$268.71
FV
50.5% undervalued
intrinsic discount
3.00%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
3 months ago
author updated this narrative
GeoPark
LE
LEANDRO
Community Contributor
PETROLERA COMOBIANA SUBVALUADA
Cuando compro una acción de Geopark estoy pagando una pequeña parcela de tierra con petróleo enterrado abajo. A su vez, esa parcela viene con deuda, asique también estoy haciéndome cargo de una deuda que no es mía.
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US$15.3
FV
57.1% undervalued
intrinsic discount
26.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
6
users have followed this narrative
3 months ago
author updated this narrative
MARP
Marine Petroleum Trust
KR
Kristopherpl
Community Contributor
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.
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US$6.62
FV
29.0% undervalued
intrinsic discount
4.98%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
Occidental Petroleum
DZ
Dzitkowskik
Community Contributor
Occidental Petroleum is set to achieve a 16% profit margin improvement
Valuation Occidental Petroleum (OXY) - Future Outlook 1. Business Position in 3, 5, or 10 Years Occidental Petroleum's future business position will likely be shaped by its core oil and gas operations, its aggressive push into carbon capture and storage (CCS), and its financial health.
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US$55.05
FV
13.2% undervalued
intrinsic discount
4.00%
Revenue growth p.a.
Set Fair Value
9
users have liked this narrative
1
users have commented on this narrative
47
users have followed this narrative
3 months ago
author updated this narrative
VNOM
Viper Energy
ID
Idle
Community Contributor
Great dividend, add on dip
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.
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US$38
FV
0.5% overvalued
intrinsic discount
9.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
5 months ago
author updated this narrative
Sky Quarry
WB
WBC
Community Contributor
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.
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US$0.75
FV
26.1% undervalued
intrinsic discount
0%
Revenue growth p.a.
Set Fair Value
2
users have liked this narrative
1
users have commented on this narrative
2
users have followed this narrative
5 months ago
author updated this narrative
Exxon Mobil
AG
Agricola
Community Contributor
Exxon in Guyana 5 year forecast Low $135 to High $189
Previous mistake rectified. So as pointed out in the comments, Chevron won the Hess bid (rather than Exxon) and took a large portion of the Stabroek block.
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US$174
FV
34.1% undervalued
intrinsic discount
12.97%
Revenue growth p.a.
Set Fair Value
5
users have liked this narrative
4
users have commented on this narrative
20
users have followed this narrative
about 2 months ago
author updated this narrative