Computer Modeling Group
Organization
A Canadian software company that develops reservoir-simulation and modeling tools used by oil and gas companies to evaluate fields and reserves.
What experts have said about Computer Modeling Group
6 statements · 5 positive · 1 negative
Computer Modeling Group has no real competitor in complex reservoir modeling.
“there's really no competitor when it comes to the complex side of things.”
Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro YelaListen at 21:20
AI currently threatens Computer Modeling Group’s base software business.
“the base software right now is being threatened by AI.”
Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro YelaListen at 22:38
Alejandro considers Computer Modeling Group undervalued.
“I think it's undervalued, obviously, otherwise I wouldn't have bought it”
Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro YelaListen at 25:33
Computer Modeling Group’s price could rise approximately 50% to reach present value.
“they would still need to climb about 50% from the current price approximately.”
Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro YelaListen at 27:04
Computer Modeling Group has effectively no risk of becoming worthless.
“the risk of it going to zero is nonexistent in my opinion.”
Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro YelaListen at 28:54
Continued share repurchases should increase Computer Modeling Group’s valuation.
“If they keep doing that, it's inevitable for them to be valued at a higher valuation than they are.”
Open the episode · A Decade of Oil and Gas Investing in One Hour | Alejandro YelaListen at 29:10
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
