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.
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...
MORAM Capital initiates coverage on Pluxee: business model deep dive, regulatory impact (Brazil, Italy, France) independent valuation...
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.
Sanlorenzo 1H25 Results analysis - Fantastic 1H25 results (best in the industry) from a great & undervalued company
Moram Capital publishes its initial equity research on Valaris covering all its assets, EBITDA projections by segment, valuation...
The Offshore Drilling industry is a cyclical industry relying on oil prices & E&P companies investing in production
