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Added to YB: 2026-04-08

Pitch date: 2026-04-06

SOC [neutral]

Sable Offshore Corp.

-0.28%

current return

Author Info

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Company Info

Sable Offshore Corp. operates as an independent oil and gas company in the United States. The company operates through three platforms located in federal waters offshore California.

Market Cap

$2.3B

Pitch Price

$14.39

Price Target

N/A

Dividend

N/A

EV/EBITDA

-8.30

P/E

-3.68

EV/Sales

N/A

Sector

Oil, Gas and Consumable Fuels

Category

special_situation

Show full summary:
SOC — Washington Just Ordered This Dormant Oil Hub to Generate Revenue

SOC (overview): Fed invoked Defense Production Act ordering dormant Santa Ynez offshore oil hub to restart ops, addressing CA energy crisis from Strait of Hormuz closure. CA consumes 1.8M bpd, 28% from Mideast now blockaded. Military bases threatened. SOC up 92%, $2.1B mcap, but Wall St targets higher. Trade like KRMN: lock profits on swings, reload dips.

Read full article (13 min)