Added to YB: 2026-03-19
Pitch date: 2026-03-18
CHRD [bullish]
Chord Energy Corporation
Author Info
No bio for this author
Company Info
Chord Energy Corporation operates as an independent exploration and production company in the United States.
Market Cap
$7.2B
Pitch Price
N/A
Price Target
N/A
Dividend
4.11%
EV/EBITDA
3.52
P/E
171.12
EV/Sales
1.85
Sector
Oil, Gas and Consumable Fuels
Category
value
Is Chord Energy (CHRD) A Double? Is PV-10 Math Fake?
CHRD: Williston Basin producer w/ 917M bbl reserves, PV-10 $9B at $65 oil vs $8.5B EV. Only 20% hedged. Bull case: sustained $100 oil doubles PV-10 to $17B on operating leverage (breakeven ~$45, so margin expands 175% vs 53% price rise). 4-mile laterals cut costs, fast PUD development. Bear: Bakken differential widens if pipelines fill. Geopolitical risk premium = call option on conflict.
Read full article (3 min)