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WTR Insights Conference Takeaways: Building Long-Term Value in a Turbulent Oil Market
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In this episode of the WTR Small Cap Spotlight, Jeff Robertson, Managing Director of Natural Resources at Water Tower Research, joins Tim Gerdeman to recap the nine energy companies he hosted at the WTR Insights Conference on September 22 and 23, including seven E&P names and two oil field service companies.
Jeff Robertson breaks down what management teams said about capital discipline against a volatile commodity backdrop, why producers are not adding rigs at current prices, and how balance sheet repair, royalty and mineral strategies, capital structure simplification, and…
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