Long Ideas | Basic Materials
Noble Energy: When Leviathan Awakens, Cash Flow Will Follow
Apr. 10, 2019 1:26 PM ET|
About: Noble Energy, Inc. (NBL)
Long only, value, Growth, contrarian
The Daily Drilling Report
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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