Stifel's Energy Sector Team covers a lot of our model portfolio companies. One of their analysts sends me their updated price targets every two weeks.
Here are their price targets for the ones they cover. The number after the / is their 4P Net Asset Valuation, which I define as Stifel's maximum upside or takeover ceiling price.
Sweet 16
CLR = $21.00 / $26.42
CPE = $16.50 / $20.66
CRK = $9.20 / $11.46
DVN = $33.00 / $41.49
EOG = $90.00 / $112.60
FANG = $94.00 / $117.62
MTDR = $15.00 / $18.99
PXD = $152.00 /$189.39
RRC = $8.00 / $10.33
TALO = $14.00 / $17.74
Small-Caps
LPI = $23.00 / $28.22
SM = $8.00 / $9.66 < Just recently upgraded to a BUY
High Yield
BSM = $13.00 / $14.16
MNRL = $15.00 / $16.82
VNOM = $17.00 / $18.82
Stifel's Updated Price Targets as of Dec 31 2020
Stifel's Updated Price Targets as of Dec 31 2020
Dan Steffens
Energy Prospectus Group
Energy Prospectus Group