Seeking Alpha
Editor's notes: Energy expert Zeits says BBG's assets in two younger oil plays are set to propel the stock higher once the market understands their favorable economics. 40%+ upside.

Similar to many of its peers, Bill Barrett Corporation (BBG) - a Rockies-focused small-cap natural gas producer ($2.1 billion firm value) - has been challenged by the rapid deterioration of natural gas fundamentals and the need to shift its operating focus towards oil. The company's effort to develop an asset platform for profitable growth in the new commodity price environment may soon begin to bear visible results.

In the past three years, Bill Barrett was able to add to its portfolio - early on and at a reasonable cost - meaningful positions in two attractive oil plays that may surprise to the upside in terms of drilling returns and impact on the company's value. Those positions are the...

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