Magnolia Oil & Gas: Over $700 Million In Projected FCF At Current 2026 Strip

Elephant AnalyticsInvesting Group LeaderFollow5ShareSavePlay(6min)CommentsSummaryMagnolia has no hedges, allowing it to fully benefit from commodity pricing upside.Although its production is around 39% oil, it also has substantial LNGs with a total liquids percentage around 68%.At the current strip (around $80 WTI oil), it is projected to generate $710 million in 2026 free cash flow.This would allow it to repurchase over 10 million shares while having hundreds of millions left over from its free cash flow.Looking for more investing ideas like this one? Get them exclusively at Distressed Value Investing. Learn More » quantic69/iStock via Getty Images Magnolia Oil & Gas (MGY) was unhedged at last report, allowing it to fully benefit from higher oil prices. While Magnolia's oil cut is projected to be around 39% in 2026, it alsoThis article was written byElephant Analytics11.89K FollowersFollowAaron Chow, aka Elephant Analytics has 15+ years of analytical experience and is a top rated analyst on TipRanks. Aaron previously co-founded a mobile gaming company (Absolute Games) that was acquired by PENN Entertainment. He used his analytical and modeling skills to design the in-game economic models for two mobile apps with over 30 million in combined installs. He is the author of the investing group Distressed Value Investing, which focuses on both value opportunities and distressed plays, with a significant focus on the energy sector. Learn more>>Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.