The Italian Sea Group – FY22 results and 2023 Guidance
Analysis of The Italian Sea Group FY22 results and its guidance for 2023 and 2024. Investment thesis of this Italian mega yacht manufacturer
OneWater Marine – 1Q23 Results
Analysis of 1Q23 results of OneWater Marine. A serial acquirer in a fragmented industry (US boat dealers). $ONEW Investment thesis
MarineMax 1Q23
MarineMax ($ONEW main competitor) reported 1Q23 results. We analyse the results and conference calls and offer our thoughts about the company
Adriatic Metals ADT.AX – The jewel of the Adriatic
Adriatic Metals is a precious and base metals explorer and developer that owns the world-class Vares silver project in Bosnia & Herzegovina
Kistos Holdings (LON:KIST) Investment Thesis
Investment thesis - Kistos Holdings. A small company run by Andrew Austin(Ex-RockRose) which invest in natural gas assets in the North Sea
3Q22 Results – Golar LNG
Comments about the 3Q22 results of Golar LNG. We also analyse in detail the potential FLNG projects that the company has in its pipeline
OneWater Marine – 4Q22 Results
OneWater Marine 4Q22 results. $ONEW is one of the fastest-growing recreational boat dealers in the US. Revenues are growing at a >34% CAGR
The Italian Sea Group – 3Q22 results $TISG.MI
$TISG 3Q22 results. The Italian Sea Group has just release its results of 3Q22. We analyse them and talk about TISG current situation
IOG – Trick or treating in the North Sea
Analysis of the delicate situation of IOG. We focus on liquidity after the RNS about the reduction in guidance and the change of CEO & COO
Italian Sea Group 1H22 Results TISG.MI
Analysis of the 1H22 results of The Italian Sea Group. A luxury yacht builder growing at double digit and has plenty of room to continue