UNTC stock pitch - 2023-12-11
$UNTC: Oil & gas co. pays $22.50/share dividend on $56 stock (40% yield). Semi-liquidating since 2020, $180M asset sales. $37M net cash post-div. Drilling seg: $330M at 4x TTM EBIT. Prod. seg: $270M at 4.5x EBITDA. Fair value $85/share. Author may buy post-div.
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