Matt Franz : Zealous For Knowledge

Consol Energy

Disclosure: I own shares of Consol Energy.

I try to take a look at every spinoff since they tend to be fertile hunting grounds for mispricings. Consol Energy is splitting itself up into a natural gas E&P company and a coal company. Normally, this is not the type of company I would bother with. But digging in suggests that there are some quality assets here that are grossly mispriced.

You can read all of my notes here.

Questions or comments? Email matt@eaglepointcap.com

This is not a recommendation to buy or sell any stock mentioned. I do not have a position in any stock mentioned unless otherwise noted in this post. Do your own research: you are accountable for your own returns. Please read my fullĀ disclosure



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