Advantage Energy Ltd T.AAV

Barron's mention

[Margin321]

Nice to have Barrons mention AAV (a little microcap) in an article about 5 stocks to play the coming surge in nat gas prices and prospects.

https://www.barrons.com/articles/5-stocks-to-play-the-next-surge-in-natural-gas-51610484865?siteid=yhoof2

[Wildcattter]

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[Margin321]

There are hundreds of natural gas stocks of all sizes. There is a certain randomness to picking 5 stocks but I was (and I am sure you were too) happy to see AAV get a mention in Barrons and some positive attention. I have a tiny holding in AAV.  I think it is an interesting company and undervalued - but I still have a little reservation about their debt and their smallish cash flow to

[Wildcattter]

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[Margin321]

My post from Jan 5: < I have 20 positions, will only mention AAV here. Ironically I bought AAV because of due diligence after wildcatter had mentioned it. Positive is the value of the assets (not even the value of just  the processing plant) is not captured by the market cap - there is deep value here. Relative negatives are the debt and the fact that in a pretty good quarter they had

[Maxmoe]

Haha, good luck. Try cheadles the weasel. I have him on ignore but I'm sure he is a limitless fount of knowledge. I suggest, joking aside, you start with the annual reports fromlast year. Commodity prices are more similar than say 6 months ago so you can appreciate such boring old school "values" as book value, caSh flow, or free cash flow, ebitda, NAV, proven,producing,probable

[Wildcattter]

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[Wildcattter]

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