Stockchase Opinions

Greg Dean, CFA Logan Energy LGN-X BUY Feb 13, 2025

Whenever he can, tends to avoid commodities, currencies, interest rates, and government policy. When he does that, things go well. The caveat is that in oil & gas you can find companies that are in the very early stages of growth. 

He owns this one. Management team is from the Spartan group with a proven track record. Lots of growth potential here. Balance sheet has debt to cashflow under 1, which is a requirement for him.

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