Sanlorenzo – Thesis Update
Investment thesis SanLorenzo $SL.MI , an Italian company dedicated to the designing and manufacturing of custom-made luxury yacht
Golar LNG – Updated Investment Thesis
Updated Investment thesis of Golar LNG including all the details about Argentina, Nigeria, Congo & updated valuation
Good Times Restaurants 1Q25
Good Times Restaurants reported a solid 1Q25 quarter with earnings and SSS increases, but the forecast for 2Q25 doesn’t look as good.
New Fortress Energy – Special Update
New Fortress Energy Special Update. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Special Equity Research Recap – Italian Wine Brands
Italian Wine Brands update on tariffs, euro devaluation, new non-alcoholic wine line, Italian sales (Prosecco rise) and $IWB.MI valuation
TFF Group – Equity Research
Tonnellerie Francois Frères (TFF) is a family-owned (71% ownership) dry material supplier in the alcoholic beverage industry, they supply casks and barrels for wine and Scotch and Bourbon whiskies (Wine is 43% of sales and Alcohol 57%)
Special Equity Research Update – Ecoener
Ecoener is an Independent Power Producer (IPP) specializing in renewable energy with a diversified portfolio across hydroelectric, wind, and solar PV technologies. The company has a presence in Spain, the Dominican Republic, Guatemala, Nicaragua, and Colombia, with additional projects in Canada, Greece, Italy, Poland, and Ecuador, alongside its current markets.
Solaria
Analysis of Solaria. Renewable energy company growing at fast past but with a share price very punished due to several facts
Alantra – Finance at a reasonable price
Alantra - Finance at a reasonable price. Analysis of this Spanish company in the financial service industry
SESA S.p.A. – An interesting Situation
Sesa S.p.A - Italian IT company growing at a CAGR >10% in the last 15 years that has fallen >50% YTD. Represents an opportunity?
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