Matt Franz : Zealous For Knowledge

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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