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Added to YB: 2026-02-10

Pitch date: 2026-02-06

PROP [bullish]

Prairie Operating Co.

+8.29%

current return

Author Info

Fundamental Digest is an independent investing publication written by Kenny Chan, founder of Korwell Capital. I am a value investor. I look for stocks with a tangible margin of safety or a significant discount to sustainable long-term earning power. Sign up for the newsletter.

Company Info

Prairie Operating Co., an independent energy company, engages in the acquisition, development, and production of crude oil, natural gas, and natural gas liquids in the United States.

Market Cap

$108.6M

Pitch Price

$1.81

Price Target

8.12 (+314%)

Dividend

N/A

EV/EBITDA

6.14

P/E

-0.83

EV/Sales

4.06

Sector

Oil, Gas and Consumable Fuels

Category

special_situation

Show full summary:
Prairie Operating (PROP): Near-term Asymmetric Refinancing Catalyst

PROP: Oil producer at $103M mkt cap despite 23k boe/d production & $1.3B PV-10. Toxic Series F preferred triggers 399M share dilution March 26 unless refinanced. Current $1.72 price implies 35% discount to PV-10 even if diluted. Redemption upside to $8.12 ($161M cost). Insiders own 32%, bought $7.5M shares recently.

Read full article (5 min)