◆ Contrarian Corpus
Campaigns / Greenlight Capital → Pioneer Natural Resources
Greenlight Capital vs. Pioneer Natural Resources

Pioneer Natural Resources · PXD

1 deck published between 2015-05-04 and 2015-05-04 — 92 pages, 92 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2015-05-04 initial thesis

    2015 05 Greenlight Pioneer Presentation May 2015

    92pp · conference_presentation

    Pioneer and the shale 'frackers' burn cash and destroy value on every BOE developed; their $27B market cap rests on proved reserves worth $3-8B — buy oil, not PXD.