Professional
Added to YB: 2026-01-30
Pitch date: 2026-01-21
EXCE [bullish]
EXCO Resources, Inc.
Author Info
Cedar Creek Partners provides deep-dive research on undervalued companies. Follow on Twitter/X.
Company Info
EXCO Resources, Inc., an independent oil and natural gas company, engages in the acquisition, exploration, exploitation, development, and production of onshore oil and natural gas properties with a focus on shale resource plays in the United States.
Market Cap
$951.3M
Pitch Price
$19.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-2.43
EV/Sales
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
Cedar Creek Partners Portfolio new position: EXCO Resources, Inc.
EXCE (new position): Natural gas producer w/ 90% gas production. Equity doubled from $11/share (2020) to $23/share (Sept 2025). Production surged from 22 Bcfe to 36 Bcfe in 3 quarters. 2026 capex $430M vs $185M in 2025. At $3/mcf gas: $3 EPS, $7/share FCF vs $19 current price. PV-10 $40/share.
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