All to often, energy investors focus on the commodity but for mid-cap Oil & Gas companies, share price performance is more determined by evolving company prospects, particularly related to undrilled well inventory. The change in perception as it relates to this undrilled acreage, either by a new oil pool discovery, or advancements in fracking technology, is a much more determining (and forecastable) factor in the long-term upside potential. Our conversation with Jeremy McCrea, CFA explores the topic in more detail, along with his favorite names and other discussions points that have been topical with institutional investors today.

Click here for transcript.

To access our full disclosures, please visit: https://researchglobal0.bmocapitalmarkets.com/public-disclosure/