Transaction log

  • Feb 18, 2020 - Bought 200 Cabot Oil & Gas @ $15.30 (3.06% wtg, coffee can)

  • Oct 1, 2020 - Merger, Cabot Oil & Gas and Cimarex Energy, 1-for-1

Coterra Energy

Location: Houston, Texas

 

Profile

Industry: Oil & gas exploration & production

Sector: Energy

Theme: Commodity renaissance

5-Year shareholder growth: +8.5%/year

Estimated fair value: $37

Valuation assumption: 7.0% MFCF yield