One Yields 8.8%.
One Is Up 83% in a Year
One Could Be Sold to a Bigger Rival. All Three Are Under $10 Quick Read – HighPeak Energy (HPK) trades at $6.89 with a 0.499 price-to-book and cut 2026 capex by nearly half to $255-$285M, positioning it as a free-cash-flow machine if WTI stays above $100. VAALCO Energy (EGY) at $6.07 raised full-year NRI sales guidance 12% to 16% to 16,800-19,950 BOEPD as its Côte d’Ivoire FPSO returns online in Q2.
Granite Ridge Resources (GRNT) at $5.24 grew production 18% year over year to 34,467 BOE/d and yields 8.8% with a path to a free-cash-flow inflection in 2027. – Iran-related geopolitical risk premiums in West Texas Intermediate crude are creating near-term opportunities for small-cap oil and gas operators with direct commodity exposure and balanced leverage. – The analyst who called NVIDIA in 2010 just named his top 10 stocks and Vaalco Energy wasn’t one of them. Get them here FREE. Crude oil is back in the headlines for the same reason it usually is: geopolitics.