One of the world's best (and cheapest) oil and gas stocks

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One of the world's best (and cheapest) oil and gas stocks

26 September 2023

It's remarkable just how cheap the stocks of major oil and gas companies from Western countries have become.

These firms tend to have strong balance sheets, massive cash flow, a track record of high dividends and share buybacks – and now, the additional tailwind provided by a rising oil price.

What's more, the first such company has started to clear out "green energy" advocates from its leadership, and instead focus on its core business again:

  • Invest in the future production of oil and gas.
  • Prioritise returns for shareholders.
  • Communicate this approach aggressively to markets, without being apologetic.

Change is in the air for stocks of Western oil and gas companies. "De-woking" companies could be one of the next big investment trends, and stocks from this sector would stand to be the biggest beneficiaries.

Which one of them has the biggest potential?

Today's research report describes one such play:

  • A globally known brand and a highly liquid stock.
  • Some of the best metrics of the industry.
  • A management which has already started to change course, and aggressively so.

The stock has started to move, but it remains one of the cheapest large-cap stocks in the world.

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