Vital Energy: Optimizing The Acquisitions (NYSE:VTLE)

bjdlzx Vital Energy (NYSE:VTLE) management set about converting the company from a reserves-based strategy that involved asset sales to keep the debt down to a Mr. Market approved (and debt market approved) cash flow strategy. The success of this strategy should imply a revaluation of the stock price now that the debt issue and the…

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Vital Energy: Cheap Free Cash Flow (NYSE:VTLE)

The-Tor Vital Energy, Inc. (NYSE:VTLE) continues to make both large and small acquisitions to increase free cash flow. In the time I have followed this company, it has gone from an asset-based strategy (that few companies survive) while running cash flow deficits until there was a material sale, to a company with free cash flow….

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Peabody Q2 Earnings: Vital Role Of Coal In The Energy Transition (NYSE:BTU)

undefined undefined/iStock via Getty Images Investment Thesis Peabody Energy Corporation’s (NYSE:BTU) Q2 results delivered a very strong free cash flow (“FCF”) figure that allowed Peabody to repurchase just over 8% of its market cap during Q2. There are still some Asset Retirement Obligations (”ARO”) plus long-term debt obligations on Peabody’s balance sheet. But there’s also…

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