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$AZRH Stock | Marathon Money Interviews Vision Oil & Gas CEO Joshua Cohen

August 21, 2025·45 min·3 clips

Vision Oil and Gas closed within 48 hours after a Zoom, a Laredo trip, and a Corpus Christi lunch.

1. Marathon Money covers AZRH and Vision Oil and Gas as Joshua Cohen discusses a stock that was up 14.71% on the day. 2. Kenny hosts Joshua Cohen, who says he is the CEO of AZRH Holding Group and a returning guest on Marathon Money. 3. The episode asks what Cohen has built since taking over AZRH last September and why he thinks the company is undervalued. 4. Cohen says AZRH started with oil field services in the Permian Basin and West Texas, including flowback work, excavation, drilling support, and completion services. 5. He says tariffs pushed oil from about $78 to $58 around February and March, which hurt flowback activity and forced him to look for new assets. 6. Cohen says a LinkedIn and Facebook post asking for old oil wells in West Texas drew 150,000 organic views and 30 qualifying deals in 24 hours. 7. One of those deals was Vision Oil and Gas, which Cohen says owns 25,000 acres, including 19,000 acres in the Permian Basin and another 6,000 to 7,000 acres in South Texas. 8. He says Vision also had 373 wellbores on the acreage and about 30 more wells in South Texas. 9. Cohen says the seller was undercapitalized and dealing with regulatory and environmental compliance issues, which had left the asset unable to cover even the electric bill. 10. He says AZRH moved from Zoom to a Laredo, Texas meeting, then Corpus Christi lunch, and closed the purchase of 100% of Vision Oil and Gas within 48 hours. 11. Cohen says Vision was producing about 15 barrels a day when AZRH reorganized it and is now back near 100 barrels a day. 12. He says the company has performed workovers, paid electric bills, and put boots on the ground to stabilize the field. 13. Cohen distinguishes his approach from a private equity fund by saying AZRH buys companies through stock and contributes its own money instead of raising a fund first. 14. He says he has not issued himself a single share to date and will do so later, after a larger exchange listing. 15. Cohen says the company has zero debt and wants to avoid distressed businesses with bank debt, defaults, or receivership. 16. He says his team includes about 15 full-time employees and people such as Clay Parish, a former production engineer at Devon Energy, who reportedly put $450,000 of his own money into the asset. 17. The interview format is conversational and repetitive, with Kenny interrupting often to restate numbers and press for simple explanations. 18. Cohen answers with long technical explanations about tubing, pumps, hydrochloric acid, xylene, re-perfs, and shallow versus deep rights. 19. Listeners interested in OTC stocks, oil field turnaround stories, and small-cap asset development would likely follow this episode. 20. Listeners looking for a short, non-technical market update or polished investor presentation might skip it.

As heard by us

A numbers-first look at AZRH's oil field services push and the operating math behind it.

Marathon Money covers AZRH's move into oil field services, with the CEO saying the company took over AZRH Holding Group last September and began working wells back toward production.

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Why you'd press play

You want the numbers behind AZRH's oil-and-wells turnaround story.

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