LNC AU

Energy


Highlights

Linc Energy is a “mini exploration and production conglomerate” headquartered in Australia. In the presenter’s opinion, Linc is one of the most mispriced and compelling situations he is involved in within the energy sector. Despite its relatively volatile history and low level of liquidity, he is willing to be patient with CEO Peter Bond and the team of operators he has assembled around the world to manage the company’s assets. Given the relatively speculative nature of the investment, he stressed a long-term view, and outlined his bullish thesis as follows:

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

  • Signing up and creating account with us unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Request access to DeMatteo Research for full access

Request Access

Already have an account?

Idea Discussion

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Commentor 1 - 2 weeks ago

Signing up and creating account with us, unlocks this content for you. Contact us today for full access to DeMatteo Research and more.

Idea Discussions display submitted commentary from our investor community.

To read and participate in the discussion with the presenter and investor base, request access to DeMatteo

Request Access

Already have an account?

An error occurred loading this content. Try again later or contact us.