IN Tune: How to be a Better Energy Investor
IN Tune: How to be a Better Energy Investor
Analyste des secteurs pétrolier et gazier
Jeremy McCrea s’est joint à BMO Marchés des capitaux en 2024. Il compte plus de 20 ans d’expérience dans le domaine de la recherche…
Jeremy McCrea s’est joint à BMO Marchés des capitaux en 2024. Il compte plus de 20 ans d’expérience dans le domaine de la recherche…
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Disponible en anglais seulement
All to often, energy investors focus on the commodity but for mid-cap Oil & Gas companies, share price performance is more determined by evolving company prospects, particularly related to undrilled well inventory. The change in perception as it relates to this undrilled acreage, either by a new oil pool discovery, or advancements in fracking technology, is a much more determining (and forecastable) factor in the long-term upside potential.
Our conversation with Jeremy McCrea, CFA explores the topic in more detail, along with his favorite names and other discussions points that have been topical with institutional investors today.
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