Technology executive with experience managing tech strategy and assessing investments across gaming, simulation, and energy markets. I invest with a focus on microcaps where intrinsic value is significantly mispriced by markets..
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Beyond 2026, Beyond a Double
PetroTal looks like a beaten-down oil producer that could bounce back if it keeps output steady and the export routes in Peru stay open. The catch is that local protests, transport bottlenecks, and a weaker oil market could quickly erase profits and leave the shares stuck near asset value.Read more
Future PE of 16, Trading at half book value now
Stampede’s business can swing sharply with oil prices: when producers feel confident, they hire more rigs and rates improve, which can quickly lift results. But if oil stays weak or costs rise, drilling demand can dry up fast, and the downside may come down to what the equipment is worth if sold off.Read more
Even at the under expectation numbers, we are on track to reduce debt and build value
Prospera Energy looks like a beaten-down oil producer where the market may be ignoring what its reserves could be worth if the company stabilizes. The catch is that heavy debt, possible shareholder dilution, and a weak oil market could still derail the turnaround.Read more