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
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
Drilling into Value: OMSE’s Strategic Footprint and Earnings Potential
OMS Energy Technologies Inc. (Nasdaq OMSE) manufactures and sells specialty connectors and pipes, surface wellhead and Christmas trees, premium threading services, and ancillary services.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
Occidental Petroleum to Become Fairly Priced at $68.29 According to Future Projections
Macroeconomic Background: Energy Reality in the AI Age Energy markets are experiencing a structural break from historical supply-demand cycles. While the debate continues about whether demand for traditional hydrocarbons has peaked, the "energy hunger" created by Artificial Intelligence (AI) and data centers is creating a new demand shock.Read more
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.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
