PERSON DIRECTORY
Andrew Walker
Host of Yet Another Value Podcast. Andrew Walker appears in 145 indexed conversations across Yet Another Value Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Kontrarian Korner's Ben Kelleran on Sable Offshore $SOC
Sable Offshore’s Santa Ynez restart is nearing a regulatory inflection point: its first platform is producing into the onshore facility, but commercial sales await State Fire Marshal certification amid litigation.Low decline, 80% fixed lifting costs, and potential 70,000-barrel-per-day output support Kelleran’s roughly $1.2 billion EBITDA estimate against $3–3.5 billion EV.Certification, the $800 million–$1 billion Exxon PIK refinancing, and roughly 14% short interest frame the catalysts and risks.