Long Ideas | Basic Materials
Noble Energy: When Leviathan Awakens, Cash Flow Will Follow


Apr. 10, 2019 1:26 PM ET|
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About: Noble Energy, Inc. (NBL)

Fluidsdoc

Long only, value, Growth, contrarian
MARKETPLACE
The Daily Drilling Report
(3,786 followers)
Summary
An offshore asset will swing from cost-centric to harvesting-centric by the end of this year.

The company is undervalued relative to its ability to generate cash flow from near-term operations.

We present a thesis for owning Noble Energy.

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