Added to YB: 2025-11-21
Pitch date: 2025-11-20
LCX.V [bullish]
Lycos Energy Inc.
Author Info
Benevolus is a value investor that takes value wherever they can find it. Most of their positions are long microcap equities. Sign up for the newsletter.
Company Info
Lycos Energy Inc., a resource company, engages in the development and production of petroleum and natural gas in Western Canada.
Market Cap
CAD 76.7M
Pitch Price
N/A
Price Target
3.00 (+101%)
Dividend
N/A
EV/EBITDA
2.04
P/E
-1.23
EV/Sales
0.97
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
My Biggest Position. EV/Cash Flow of 2x, with an Expected 100-200% Return on At-Risk Capital - Lycos Energy Inc.
LCX.V: Canadian heavy-oil microcap trading at 38% of intrinsic value. C$0.90/share (60% of stock price) ROC distribution Nov 28 to Nov 20 record holders. Post-distribution stub at C$31.5M market cap retains 1,700 bbl/d Mannville production worth C$76.5M + C$65M NOLs. Management selling assets, likely full wind-up. 1-2x upside.
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