David from Kingdom Capital on UNTC

David Bastian from Kingdom Capital discusses his bull thesis for Unit Corp (UNTC).David's UNTC write up: https://seekingalpha.com/article/4503262-unit-corporation-heads-win-tails-dont-loseChapters0:00 Intro2:30 UNTC overview5:00 Discussing UNTC's sale process11:20 Thoughts on UNTC's prelim Q2 numbers14:45 What is the market missing with UNTC?18:00 What is UNTC's major shareholder thinking?23:20 Why did the Gulf assets sell for such a discount?27:15 Can UNTC increase their production?30:15 UNTC's drilling / rig segment33:30 Valuing drilling38:15 Midstream's value46:15 Discussing capital allocation / returns49:20 UNTC's warrants52:40 UNTC's SOTP1:01:00 Generalists in energy

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Yet Another Value Podcast is a new podcast from Andrew Walker, the founder of yetanothervalueblog.com/. We interview top investors and dive deep into stocks and companies they are currently working on and investing in. While nothing on this channel is investing advice and everyone should do their own diligence, our goal is to frequently feature edgy and actionable value and/or event driven ideas. Please see our legal and disclaimer at: https://yetanothervalueblog.substack.com/p/legal-and-disclaimer