I Ranked 5 More Energy Companies (Part 3)
Автор: Peter Lukacs Research
Загружено: 2026-01-16
Просмотров: 284
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In this video, I rank 5 more energy companies using the same consistent framework from Parts 1–2: valuation, profitability, balance sheet strength, reserve life, and production mix. This is Part 3 of the series — a fundamentals-driven approach without relying on short-term oil price calls.
I also include quick qualitative notes on each name covering business model, management/owners, and moat/governance risk, highlighting where the value is real and where the discount exists for a reason.
Companies covered in this video:
▶ ORLEN (PKN)
• ORLEN: 6% Dividend + 54% Upside… But a Com...
▶ MOL Group (MOL)
• MOL Stock: ~9% Dividend Yield… But What ar...
▶ OMV (OMV)
• OMV AG: Solid EU Energy Stock + 10% Divide...
▶ Strathcona Resources (SCR)
• Repsol: The Buyback Machine with a Shrinki...
▶ Repsol (REP)
• Strathcona: Can They Execute on Growth?
Not investment advice. For educational and discussion purposes only.
#EnergyStocks #OilAndGas #EnergyInvesting #ValueInvesting #Dividends
#ORLEN #PKN #MOL #OMW #Strathcona #SCR #Repsol #REP
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