MORAM Capital updates its Excelerate Energy analysis following record FY25 results and break out of the Iran War (Updating $EE target price)
The Italian Sea Group faces the Perfect Storm: Budget Fraud, Governance Collapse, and a Share Price in Free Fall
Sky Harbour - Obligated Group results and analysis of curret situaton, projected cash flows and campuses model & valuation
Moram Capital initiates coverage on Sky Harbour Group (NYSE: SKYH), the company building the first nationwide network of private hangar campuses for business aviation in the US. Full analysis: business model, unit economics, campus pipeline, debt structure, valuation and risks.
Deep dive into the new Transocean after the M&A with Valaris creating the leading offshore driller. We analyse its economics, EBITDA, FCF, ..
Kosmos Energy - Updated Equity Research Kosmos is a company we have been following since 2020 due to its relationship with Golar LNG in the Greater Tortue Ahmeyim (GTA) LNG project, where, together with BP, it...
Initial Equity Research - HBX Group (HotelBeds) covering its business model, peers, competitive positioning, growth outlook , valuation, ...
MORAM Capital initiates coverage on Pluxee: business model deep dive, regulatory impact (Brazil, Italy, France) independent valuation...
MORAM Capital revisits Jack in the Box following recent developments since our Initial Equity Research, openly addressing bankruptcy option
Initial Equity Research on Venture Global, a global LNG exporter. We analyze its asset base, contract structure and capital allocation to derive a normalized earnings profile and valuation.