The Only Oil Stock You Need

[] Oil prices are on the rise, but investors should focus on U.S. producers if they want to make money on Black Gold. [View in browser]( . Oil prices are on the rise, but investors should focus on U.S. producers if they want to make money on Black Gold. [View in browser]( . . [] [Havens Investment Letter] [] [Havens Investment Letter] [] [] [] Has this trading millionaire destroyed the newsletter game? The days of waiting for monthly stock picks are over. Legendary trader Rob Booker decided to destroy the newsletter for good... He’s going to text you his best stock ideas, the moment he discovers them. And he’s going to take your questions as he goes. [Get Rob’s private cell phone number here.]( [] --------------------------------------------------------------- [] Has this trading millionaire destroyed the newsletter game? The days of waiting for monthly stock picks are over. Legendary trader Rob Booker decided to destroy the newsletter for good... He’s going to text you his best stock ideas, the moment he discovers them. And he’s going to take your questions as he goes. [Get Rob’s private cell phone number here.]( [] --------------------------------------------------------------- [] [] The Only Oil Stock You Need [Garrett Pic]Dear Investor, I promised a quick dive into Crescent Energy Group (CRGY) on Friday. This company emerged from a deal between private equity firm KKR, and Contango Oil and Independence Energy. At $15 per share, there might not be a better risk-reward trade in the space. Many energy companies are staying on the sidelines despite WTI oil prices climbing to nearly $100 per share. The key motivation - the most important incentive - that drives companies to drill for oil is “price.” But even in this environment of high prices, several companies are struggling to get their crude out of the ground. The reason is that the cost of capital for energy and production companies has risen. Shareholders of oil production giants in the shale space remain ticked off about losses in recent years, so the free cash flow is being used to buy back shares or hike dividends. In addition, government and activist investor pressure are also driving up costs. So what are these companies going to do? Many of them will become acquisition targets if they have little debt and strong cash flow. They'll be attractive takeover targets for leveraged buyouts. And that brings us to the private equity space. Crescent Shines Right Now At a time that oil inventories are falling and crude prices are rising, a number of producers will need to fill the gap. Companies that can start acquiring smaller producers will start to build an arsenal of smart portfolio plays that capitalize on this environment. That brings us to Crescent. As consolidation starts to heat up, it takes a leadership team with ample experience buying and selling companies in the energy patch. Oil billionaire John Goff has partnered with private-equity giant KKR to form an acquisition monster that will start buying up assets and putting them to work. With deep pockets, CRGY takes the capital concerns off the table and can start snapping up assets across the continental United States. This is a buyers' market in the energy patch, and the company plans to engage in several deals per year as it builds its energy empire. Low cash-flow multiples will become cash-generating bargains for the bigger company. More important - the company is focusing on purchasing assets that have established production in place. We're talking about a company that can grow at a breakneck pace and deliver outsized returns in an industry where investment is drying up. So what's the downside? Well, there's the very fact that any reversal in oil prices would challenge the narrative. As I've noted, however, there is about a $500 billion gap between the expected demand for oil by 2025 and the amount of capital needed to deliver supply to meet that demand (according to JPMorgan). Second, anyone who buys this stock will not have a vote on the company's direction. Effectively, KKR - the PE firm - will elect the board of directors and effectively control the operations. I'm fine with that. However, I'm not an energy billionaire like Chairman John Goff (of Contango) or a market-leading expert like CEO David Rockecharlie, who runs KKR's Energy Real Assets business and acts as Chairman of KKR's Energy Investment Commit. Right now, shares are trading north of $15 per share. We can blame Russia and the ongoing worries around geopolitics for now. There could be some choppiness over the next few weeks, but use any dips as an opportunity to buy. In addition, you can go onto the options chain and sell puts at your chosen level at a price you have set. It's worth looking at trying to sell puts at much lower levels just in case someone buys them from you. Don't be afraid to set your own price. I'll show you how to do that on Wednesday. Tomorrow, I'm delivering a list of F&Z Score stocks for you to consider trading. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets [] --------------------------------------------------------------- [] [] The Only Oil Stock You Need [Garrett Pic]Dear Investor, I promised a quick dive into Crescent Energy Group (CRGY) on Friday. This company emerged from a deal between private equity firm KKR, and Contango Oil and Independence Energy. At $15 per share, there might not be a better risk-reward trade in the space. Many energy companies are staying on the sidelines despite WTI oil prices climbing to nearly $100 per share. The key motivation - the most important incentive - that drives companies to drill for oil is “price.” But even in this environment of high prices, several companies are struggling to get their crude out of the ground. The reason is that the cost of capital for energy and production companies has risen. Shareholders of oil production giants in the shale space remain ticked off about losses in recent years, so the free cash flow is being used to buy back shares or hike dividends. In addition, government and activist investor pressure are also driving up costs. So what are these companies going to do? Many of them will become acquisition targets if they have little debt and strong cash flow. They'll be attractive takeover targets for leveraged buyouts. And that brings us to the private equity space. Crescent Shines Right Now At a time that oil inventories are falling and crude prices are rising, a number of producers will need to fill the gap. Companies that can start acquiring smaller producers will start to build an arsenal of smart portfolio plays that capitalize on this environment. That brings us to Crescent. As consolidation starts to heat up, it takes a leadership team with ample experience buying and selling companies in the energy patch. Oil billionaire John Goff has partnered with private-equity giant KKR to form an acquisition monster that will start buying up assets and putting them to work. With deep pockets, CRGY takes the capital concerns off the table and can start snapping up assets across the continental United States. This is a buyers' market in the energy patch, and the company plans to engage in several deals per year as it builds its energy empire. Low cash-flow multiples will become cash-generating bargains for the bigger company. More important - the company is focusing on purchasing assets that have established production in place. We're talking about a company that can grow at a breakneck pace and deliver outsized returns in an industry where investment is drying up. So what's the downside? Well, there's the very fact that any reversal in oil prices would challenge the narrative. As I've noted, however, there is about a $500 billion gap between the expected demand for oil by 2025 and the amount of capital needed to deliver supply to meet that demand (according to JPMorgan). Second, anyone who buys this stock will not have a vote on the company's direction. Effectively, KKR - the PE firm - will elect the board of directors and effectively control the operations. I'm fine with that. However, I'm not an energy billionaire like Chairman John Goff (of Contango) or a market-leading expert like CEO David Rockecharlie, who runs KKR's Energy Real Assets business and acts as Chairman of KKR's Energy Investment Commit. Right now, shares are trading north of $15 per share. We can blame Russia and the ongoing worries around geopolitics for now. There could be some choppiness over the next few weeks, but use any dips as an opportunity to buy. In addition, you can go onto the options chain and sell puts at your chosen level at a price you have set. It's worth looking at trying to sell puts at much lower levels just in case someone buys them from you. Don't be afraid to set your own price. I'll show you how to do that on Wednesday. Tomorrow, I'm delivering a list of F&Z Score stocks for you to consider trading. Enjoy your day, [Garrett Sig] Garrett {NAME} Chief Analyst, American Markets --------------------------------------------------------------- [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] Reclusive California Tech Wiz Reveals... the Perfect AAPL Trade [San Francisco bay]( [See the reveal of this remarkable system]( --------------------------------------------------------------- [] [] [] Legendary Trader: “Dump Every Newsletter Immediately” Trading Legend Rob Booker has done it again. The 20-year veteran millionaire who navigated both bull and bear markets... is now turning the newsletter industry on its head. Giving the mainstream investors something that was previously off limits to them. You see, the ordinary investor is faced with two tough choices... They could spend years trying to figure things out like Rob did (Who really has the time for that)... Or they can get a financial newsletter to give them picks about once a month and hope things work out. Neither of those choices are very appealing. Which is why Rob has found a better way. He’s allowing anyone to get his real time stock ideas in while he analyzes the markets each day. These aren’t ideas he came up with out of thin air... These are his best trading opportunities that he trades alongside his followers. Once you’re on his contact list, all you need is a few minutes to act whenever he sends out a recommendation. The best part? He’s available to contact directly with any questions. Which is virtually unheard of in the newsletter industry these days. To join him, all you need to do is to take his phone number down. If you’re looking for a way to keep up with the market changes quickly, you need to check this out. Rob’s prepared a presentation explaining how it all works. [See this and never wait for a monthly stock pick again.]( --------------------------------------------------------------- [] [] [] Legendary Trader: “Dump Every Newsletter Immediately” Trading Legend Rob Booker has done it again. The 20-year veteran millionaire who navigated both bull and bear markets... is now turning the newsletter industry on its head. Giving the mainstream investors something that was previously off limits to them. You see, the ordinary investor is faced with two tough choices... They could spend years trying to figure things out like Rob did (Who really has the time for that)... Or they can get a financial newsletter to give them picks about once a month and hope things work out. Neither of those choices are very appealing. Which is why Rob has found a better way. He’s allowing anyone to get his real time stock ideas in while he analyzes the markets each day. These aren’t ideas he came up with out of thin air... These are his best trading opportunities that he trades alongside his followers. Once you’re on his contact list, all you need is a few minutes to act whenever he sends out a recommendation. The best part? He’s available to contact directly with any questions. Which is virtually unheard of in the newsletter industry these days. To join him, all you need to do is to take his phone number down. If you’re looking for a way to keep up with the market changes quickly, you need to check this out. Rob’s prepared a presentation explaining how it all works. [See this and never wait for a monthly stock pick again.]( --------------------------------------------------------------- [] [] Article Recap - [The Only Oil Stock You Need](#i572731) - [Legendary Trader: “Dump Every Newsletter Immediately”](#156385) --------------------------------------------------------------- [] Article Recap - [The Only Oil Stock You Need](#i572731) - [Legendary Trader: “Dump Every Newsletter Immediately”](#156385) --------------------------------------------------------------- [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: [{EMAIL}](mailto:) [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States [] © 2022 Godesburg Financial Publishing, Inc. DISCLAIMER: COMMUNICATIONS FROM GODESBURG FINANCIAL PUBLISHING (GFP) ARE FOR EDUCATIONAL AND INFORMATIONAL PURPOSES ONLY – NOT INVESTMENT ADVICE: GFP and all the services it offers are for educational and informational purposes only and should NOT be understood to be securities-related offers or solicitations. None of GFP’s communications should be considered or used as personalized investment advice. GFP recommends that you speak with a licensed professional before making any investment decision. RESULTS PRESENTED ARE NOT NECCESSARILY TYPICAL OR VERIFIED: GFP communications may include information regarding the historical trading performance of gurus in their services (all verified by a third party), as well as testimonials of non-employees depicting profitable investments and trades that are believed to be true based on the representations of the persons providing the testimonial of their own free will. Please be aware that the claims regarding investing or trading results of non-employees are not tracked by GFP nor can they be verified. As always, past performance is not necessarily indicative of future results. Therefore, results presented in this email should NOT be considered TYPICAL. Actual results can and will vary based on everything from experience, ability, risk mitigation practices, and market volatility... to the amount of money exposed in the investment or trade. Investing and trading are speculative and carry serious risk. You may lose some, all - or possibly more - than your original investment or trade. GODESBURG FINANCIAL PUBLISHING IS NOT AN INVESTMENT ADVISOR OR REGISTERED BROKER: GFP, including its owners and employees, are NOT registered as securities broker-dealers, brokers, or any sort of registered investment advisors with the U.S. Securities and Exchange Commission, any state securities regulatory authorities, or any self-regulatory organizations. GODESBURG FINANCIAL PUBLISHING EMPLOYEES MAY HOLD SECURITIES DISCUSSED: If a writer holds any securities in a communication, it will be disclosed along with the information on the potential investment or trade. HIR, its owners or employees, have not been - or ever will be - paid by the issuer of a security mentioned in our services or communications. GFP, its owners and employees are paid entirely or in part from commissions based on sales of their services to subscribers. For more information, please visit [our disclaimer page here.]( Sent to: [{EMAIL}](mailto:) [Unsubscribe]( Godesburg Financial Publishing Inc., 251 Little Falls Drive, Wilmington, DE 19808, United States