terminal value
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Sep 27, 2021 by Brett Barth · across every show →
Everything said about terminal value, oldest first
Sep 27, 2021 bearish
Barth: Oil exploration cash flows are unanalyzable due to uncertain terminal value
“If you don't have a sustainable business model, back to the, we invest in cash flows, you can't analyze what the cash flows are of a Oil exploration and production company. Cause I can't tell you what the terminal value is.”