Report

Track record of value creation

Deutsche Rohstoff (DRAG) has a track record of shareholder value creation through timely investments in the resources sector across a range of commodities and geographies. The company’s investment in Tekton Energy, for example, generated a 365% return on equity over three years. DRAG’s current focus is on the development of oil and gas opportunities onshore US. Management expects to make strong returns on investment, drilling unconventional acreage in the Williston Basin and the Wattenberg field, while also using the company’s balance sheet to acquire additional assets. Future returns will be susceptible to management’s ability to anticipate commodity price cycles, structure transactions and exploit acquired assets.
Provider
Edison Investment Research
Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts
Sanjeev Bahl

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