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.

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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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