Epsilon Energy analysis – $EPSN
Investment thesis Epsilon Energy. A small cap in the oil&gas sector. It operates in the Marcellus & Anadarko basin & owns midstream assets
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
Red Robin Gourmet Burgers – Turnaround or value trap?
Red Robin $RRGB analysis. This company represents a terrible opportunity or are there red flags that indicate a value trap?
The One Group Hospitality
The One Group Hospitality $STKS is a small cap in the restaurant industry focused on premium customers. It has 2 brands a worldwide presence
MarineMax Analysis $HZO
Analysis of MarineMax $HZO a boat & yacht dealer (discretionary sector) which is the main competitor of OneWater Marine $ONEW
OneWater Marine – $ONEW – A serial acquirer company
Investment thesis - OneWater Marine $ONEW, a serial acquirer in the recreational boat industry in the US