Added to YB: 2026-08-25
Pitch date: 2026-08-21
COP [bullish]
ConocoPhillips
Author Info
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Company Info
ConocoPhillips explores for, produces, transports, and markets crude oil, bitumen, natural gas, liquefied natural gas (LNG), and natural gas liquids.
Market Cap
$162.0B
Pitch Price
N/A
Price Target
148.40 (+10%)
Dividend
2.49%
EV/EBITDA
6.51
P/E
17.92
EV/Sales
2.76
Sector
Oil, Gas and Consumable Fuels
Category
special_situation
ConocoPhillips - Uplift From Hidden CITGO Refining Value
COP: Underappreciated upside from Venezuela/CITGO settlements. CITGO equity value doubled to ~$15.5B on refining surge (P/B 1.82x→3.46x), putting COP's $11B priority #14 claim ~$3.5B in the money. Amber deal ($7.7B) may be topped by superior proposal. ~$5B cash/equity recovery + upstream assets = ~10% share uplift near-term.
Read full article (3 min)