David from Kingdom Capital on UNTC

from Yet Another Value Podcast · host Andrew Walker

David Bastian from Kingdom Capital discusses his bull thesis for Unit Corp (UNTC).David's UNTC write up: https://seekingalpha.com/article/4503262-unit-corporation-heads-win-tails-dont-loseChapters0:00 Intro2:30 UNTC overview5:00 Discussing UNTC's sale process11:20 Thoughts on UNTC's prelim Q2 numbers14:45 What is the market missing with UNTC?18:00 What is UNTC's major shareholder thinking?23:20 Why did the Gulf assets sell for such a discount?27:15 Can UNTC increase their production?30:15 UNTC's drilling / rig segment33:30 Valuing drilling38:15 Midstream's value46:15 Discussing capital allocation / returns49:20 UNTC's warrants52:40 UNTC's SOTP1:01:00 Generalists in energy

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David from Kingdom Capital on UNTC

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