Newlat Food SpA $NWL.MI FY22 Results
Analysis of Newlat Food SpA FY22 results, the outlook for 2023, and our thoughts on the company's performance and potential M&A activity
Sanlorenzo $SL.MI – Business plan 2023-2025
Sanlorenzo SpA's business plan for 2023-2025, 2023 guidance, and their vision for the future of luxury yachts industry
Vysarn 1H23 results & CEO interview
We analyse Vysarn 1H23 results and the contribution of each division.Also,we comment about our recent interview with the Vysarn CEO Mr.Clement
Maha Energy – Early-stage O&G player at a depressed valuation
Maha Energy Investment thesis. Deep analysis of an unknown company in the O&G sector with new and experienced management since November 2022
Golar LNG FY22 Results $GLNG
Analysis of Golar LNG FY22 results, Comments about the conference call and our thoughts about the Mark II FLNG project
Kistos Holdings – Share Price Plummets to 52-Week Lows
It has been a horrible beginning of the year for Kistos share price; $KIST.L has fallen off a cliff (-26% YTD) due to a warmer-than-expected winter and the still recent impact of WFT. However,...
Good Times Restaurants 1Q23 results
Analysis of 1Q23 Good Times Restaurants results - $GTIM - plus some take aways from our conversation with CEO Ryan Zink
Golar Hilli – Stable and abundant cash flows for the foreseeable future
Analysis of the Golar Hilli, $GLNG main asset. We comment on FCFE figures after its deal with New Fortress Energy and the Golar situation in this market environment
Sanlorenzo FY22 results
Analysis of Sanlorenzo $SL.MI FY22 results. Italian company dedicated to the designing and manufacturing of custom-made luxury yachts.
IOG Southwark – A never-ending terror story
IOG announced that Southwark A2 is not commercially viable. It leaves IOG in a critical situation and its survival relies on coming decisions