Josh Young from Bison Investments discusses on Vital Energy and his energy outlook $VTLE
Feb 13, 2023•1 hr 18 min
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Episode description
Josh Young, CIO of Bison, returns to the podcast to discuss what's going on in the energy markets and his recent investment thesis for Vital Energy (VTLE).
Bison's VTLE thesis: https://bisoninterests.com/content/f/vital-energy-is-deeply-discounted
Chapters
- 0:00 Intro
- 3:15 What's happened in energy stocks since Josh's last appearance
- 5:45 Discussing the outlook for nat gas
- 15:10 Josh's current outlook for oil
- 24:30 Is the oil market properly reflecting China's reopening
- 29:30 Can Russia keep up current production levels?
- 34:35 VTLE overview
- 51:00 Breaking down VTLE's assets a little further
- 57:35 What are the little things that energy companies do to improve operations
- 1:01:20 Has VTLE earned the right to pursue M&A?
- 1:07:00 VTLE's base case NAV valuation
- 1:11:30 Will private equity ever step back into the energy space?
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