New Fortress Energy – $NFE Investment thesis
New Fortress Energy investment thesis, a fully integrated gas to power company growing double digit in developing markets
Golar LNG – $GLNG Investment thesis
Investment thesis Golar LNG $GLNG is a LNG infrastructure business specialised in Floating Liquefaction Natural Gas. Golar Hilli and Golar Gimi are its units
Good Times Restaurants – $GTIM
Investment thesis - Good Times Restaurants $GTIM. A micro-cap in the US restaurant industry with net cash, buybacks and unit growth
Excelerate Energy
Excelerate Energy is an LNG infrastructure provider expanding in developing markets and trading <5x EV/EBITDA
Full House Resorts $FLL
Full House Resorts $FLL ,an interesting small cap in the US Casino & Resorts industry set to triple its EBITDA in the coming months
How to perform a DCF? The Italian Sea Group & Sanlorenzo models
How to perform a DCF Valuation with details step by step Including The Italian Sea Group and Sanlorenzo full models
Emma Villas – The latest European IPO in the luxury holidays market
Emma Villas is an Italian small cap with exclusive management of >550 luxury villas across Italy and international presence
Kistos Holdings Analysis – December 2023
Kistos Holdings Analysis. Including all assets, explanation and application of taxes in the 3 jurisdictions, and a detailed model (valuation)
Vysarn CEO interview – Vysarn Asset Management & 2024 plan
Interview with Mr James Clement, CEO of Vysarn about Vysarn Asset Management and his plans for 2024
Golar LNG 3Q23 results comments + model update
Comments on Golar 3Q23 earnings and we update the FLNG model with current prices of TTF and Brent + Gimi set up
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