Florian Hendrickx

@fhendrickx

🛢📈 𝗪𝗵𝘆 𝘄𝗲’𝗿𝗲 𝗵𝗮𝗽𝗽𝘆 𝘄𝗲 𝗯𝗼𝘂𝗴𝗵𝘁 $𝗠𝗧𝗗𝗥 𝗯𝗲𝗳𝗼𝗿𝗲 𝗤𝟮 𝗲𝗮𝗿𝗻𝗶𝗻𝗴𝘀 𝗿𝗲𝗹𝗲𝗮𝘀𝗲? 📈🛢 We shared in multiple posts before that we believe 𝘄𝗲’𝗹𝗹 𝗵𝗮𝘃𝗲 𝘁𝗼 𝗱𝗲𝗮𝗹 𝘄𝗶𝘁𝗵 𝗵𝗶𝗴𝗵 𝗲𝗻𝗲𝗿𝗴𝘆 𝗽𝗿𝗶𝗰𝗲𝘀 𝗳𝗼𝗿 𝘆𝗲𝗮𝗿𝘀 𝘁𝗼 𝗰𝗼𝗺𝗲. Given the recent drop in oil and gas prices, some stocks re-entered a very interesting buy territory, and we are happily making use of it! In this post, we’ll lay out why we opened a position in $MTDR. — 𝗠𝗮𝘁𝗮𝗱𝗼𝗿 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 𝗶𝘀 𝘀𝗶𝗴𝗻𝗶𝗳𝗶𝗰𝗮𝗻𝘁𝗹𝘆 𝗿𝗮𝗺𝗽𝗶𝗻𝗴 𝘂𝗽 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗮𝗴𝗮𝗶𝗻! While the average production in the first quarter of 2021 was only 74,000 barrels of oil, this is climbing to almost 94,000 barrels in the first quarter of this year. About 60% was oil, while the remaining production came from natural gas. Matador said it expects production to increase further to 106-108,000 barrels of oil equivalent per day. Add to that the fact that the oil price was highe