NBR V. Precision & REIT Risks
Released Tuesday, 18th June 2024
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NBR V. Precision & REIT Risks
NBR V. Precision & REIT Risks
Tuesday, 18th June 2024
Good episode? Give it some love!
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I tackle the misunderstanding that Nabors is a drilling company & I outline the deep value available at their current share price; under 600M market cap & earning 1B in EBIDTA
2.3B of debt or 2x EBIDTA
half a billion in cash.
REITS are cheap because they are insolvent.
Good luck and thanks for your time.
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