New Fortress Energy 2Q24
New Fortress Energy is a LNG Infrastructure company focused on downstream operations which recently has launched its own FLNG (upstream)
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
Excelerate Energy
Excelerate Energy is an LNG infrastructure provider expanding in developing markets and trading <5x EV/EBITDA
Kistos Holdings Analysis – December 2023
Kistos Holdings Analysis. Including all assets, explanation and application of taxes in the 3 jurisdictions, and a detailed model (valuation)
Serica Energy LON:SQZ – Situation post Tailwind merger
After rejecting Kistos offer,Serica merged with Tailwind,doubling production and diversifying from natural gas. Analysis of resulting company
LNG shipping industry
The LNG shipping industry has changed considerably in the last 25 years. The vessels have evolved from the Moss-steam models back in the ’90s to the new MEGI’s/XDF. Nowadays, there…
LNG Industry is growing
13-Oct-20 The LNG industry has been growing during the last years, and the pandemic has even accelerated this growth. Several factors are influencing this trend: Low natural gas prices (mainly…