• The Contango Oil & Gas Story

    Posted August 8, 2012 By in Blog, Companies Mentioned, Inspirational With | 1 Comment The Contango Oil & Gas Story

    Contango Oil & Gas (MCF) has been one of the real microcap success stories over the last 12 years.  CEO Kenneth Peak is a bit of a rockstar in the smallcap oil & gas industry and rightly so. The company has gone from $0.20 in 1999 to $59 today.  For FY 2011, the company did $200m in revenues with $100 million in operating income.  Yes, you are reading that correctly.  Outside of management execution, a common attribute I see amongst most microcap success stories is a management that treats their shares like gold. The story of Contango is below, it’s an easy read.

    [The Contango Story]

     

    Also view the latest Contango investor presentation [HERE].  I also included a picture of slide 8 of the presentation, just classic.

    The MicroCapClub (mc2) is an exclusive micro cap forum focused on micro cap companies (sub $300m market cap). The MicroCapClub was created and founded by Ian Cassel as a way to share ideas and to learn from other seasoned like-minded micro cap investors. Our goal at MicroCapClub.com is quality membership and quality stock ideas.  If you are an experienced micro cap investor, feel free to Apply today.

     

    Ian Cassel
    Founder of MicroCapClub, Ian is a full time private investor focusing on micro cap companies. He lost a lot of money early on in his investing career in micro caps, which motivated him to learn from losing. Now he loses less. Ian created MicroCapClub as a place for experienced micro cap investors to share and discuss ideas.

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shaun noll, cfa » 13. Aug, 2012

love the idea of going back to see what micro caps became mid/large caps and see what we can learn. amazing company and great idea!

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