Small-Caps
Posted: Fri Dec 18, 2015 2:50 pm
Over the next two weeks, we will publish updated profiles on all of our Small-Cap Growth Portfolio companies. Today I finished up our report on Jones Energy.
Jones aggressively hedged their future production when they first saw oil and gas prices falling. This extremely smart move, combined with production of ~24,000 boepd in 2016, has more than $2.00 operating cash flow per share locked in for 2016.
EPG members will be e-mailed the updated profile for JONE on Saturday.
I am focused on finding small-caps that will survive 2016 even if commodity prices stay low and will be well positioned to grow when commodity prices do rebound.
Jones aggressively hedged their future production when they first saw oil and gas prices falling. This extremely smart move, combined with production of ~24,000 boepd in 2016, has more than $2.00 operating cash flow per share locked in for 2016.
EPG members will be e-mailed the updated profile for JONE on Saturday.
I am focused on finding small-caps that will survive 2016 even if commodity prices stay low and will be well positioned to grow when commodity prices do rebound.