Oasis Petroleum (OAS): An updated Net Income & Cash Flow Forecast model has been posted under the Sweet 16 Tab.
My Fair Value Estimate of $70/share is unchanged.
Selloff due to weather related production issues are always good buying opportunities. The weather does not impact the reserves in the ground and that is what makes an E&P company valuable.
OAS will report quarter-after-quarter of production growth in 2014. It will be slow growth in Q1 and Q2 the "explosive" growth in Q3. If oil and gas prices hold near current levels, OAS revenues will be up another 40% in 2014. The midpoint of their production guidance for 2014 is an annual increase over 41%.