Water Tower Research Managing Director Jeff Robertson tells Proactive he recently published a report on bankruptcy cases in the energy sector entitled "Restructuring: Cleansed E&P Companies Repositioned to Focus on Shareholder Returns" where he highlights how the ownership and business model has shifted post-bankruptcy.
Robertson talks about what's been contributing to these restructuring, and calls out Denbury Resources and Oasis Petroleum Inc as the strongest stock price performances since emergence from bankruptcy.