Podcast - March 26
Posted: Sat Mar 26, 2022 1:47 pm
The podcast will be posted to the EPG website by 3PM. I spend a lot of time on the Sweet 16 this week.
Here is the direct link to my podcast.
https://www.youtube.com/watch?v=AuO6ukzy5mk
I go thru my forecast model for ESTE at the end.
My valuation of ESTE is $33/share and it will deserve a higher multiple when they close the Bighorn Acquistion in April.
By the end of Q3, Earthstone's production should be ~73,000 Boepd.