InvestorsHub Logo
Boards
News
Market Data
Markets
Discover
Discover
Subscribe Login/Register
S&P 500
5,220.33
(
0.12%
)
US TECH 100
17,648.60
(
0.04%
)
Dow Jones
39,486.09
(
0.25%
)
Brent Oil
82.72
(
-1.47%
)
Bitcoin
60,312.30
(
-4.34%
)
Post# of 394
Next 10
Reply Private New
Public Reply Private Reply New Post
Keep Last Read
Keep Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

Timothy Smith

Send PM Follow Ignore
Followers 123
Posts 7286
Boards Moderated 0
Alias Born 07/06/2012

Timothy Smith

Re: None

Sunday, 05/03/2015 1:48:12 PM

Sunday, May 03, 2015 1:48:12 PM

Post# of 394
Sanchez Energy appears to be in good shape liquidity wise with its solid production results, credit facility availability and its hedges.

It does have around 40% to 45% of its expected 2016 Petro production hedged at $70 WTI oil and around 50% of its expected 2016 natural gas production hedged at $3.87, which moderately limits its upside.

With the cash burn in 2015 combined with the shift to a higher mix of non-oil production, I believe that Sanchez's forward EV/EBITDA multiple gets a bit high when its price ends up Lucrum at the $15 to $16 mark though.

Purely My Own Opinion. Do Your Own Due Diligence.

“Formula for success: rise early, work hard, strike oil.” - J. Paul Getty

Public Reply Private Reply New Post
Keep Last Read
Keep Last Read Next 10 Report Keyboard Shortcuts
Next 10 Prev Next

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.

Sign Up