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Added to YB: 2024-06-19

Pitch date: 2024-03-31

SD [bullish]

SandRidge Energy, Inc.

+4.63%

current return

Author Info

No bio for this author

Company Info

SandRidge Energy, Inc. engages in the acquisition, development, and production of oil, natural gas, and natural gas liquids in the United States Mid-Continent.

Market Cap

$357.2M

Pitch Price

$13.74

Price Target

N/A

Dividend

4.57%

EV/EBITDA

3.83

P/E

5.70

EV/Sales

2.08

Sector

Oil, Gas and Consumable Fuels

Category

turnaround

Show full summary:
Seven Corners Capital Portfolio Holding: SandRidge Energy, Inc.

SD: SandRidge Energy rallied 7% in Q1. Bull case: Secular drilling decline & inflation support prices. Icahn is top holder (13%), ex-lieutenant Frates is Chair. Avoided bankruptcy in 2020 oil crash to -$40/bbl. High-graded wells, cut costs to max FCF. PDP decline to stay <10% for decade.

Read full article (1 min)