Energy gaps? Santos has the solution
Firetrail's latest podcast - Firetrail Equity Edge, has just dropped. You can listen to it on all the major podcast providers or here:
In each episode, we hear from one of Firetrail’s Portfolio Managers or Equity Analysts who gives their insight on a stock in our portfolio - giving you the Firetrail Equity Edge.
The questions are always the same:
- What is the company and what does it do to make money?
- What is the stock market missing regarding the company’s outlook?
- What is the bear case and bull case for the company's outlook?
This episode focuses on Santos (ASX: STO) - Australian oil and gas exploration and production company. While Santos owns assets in liquefied natural gas, pipeline gas, and oil, it also plays an important role in the energy transition.
In this episode, equity analyst Matthew Fremder joins investment specialist Eliza Clarke and tells us what he thinks really matters for Santos’ earnings outlook, what the market is missing, and what the bull and bear case is for the company's stock price.
Santos is a holding in the Firetrail Australian High Conviction Fund and the Firetrail Absolute Return Fund.
5 topics
1 stock mentioned
2 funds mentioned
1 contributor mentioned