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
Italian Wine Brands – IWB.MI
Investment thesis - Italian Wine Brands, the holding company of the leading producer and distributor in the Italian wine industry
Ecoener BME:ENER – Renewable energy IPP full of potential
Ecoener (BME:ENER) investment thesis, Spanish small cap trading at BME Growth, renewable energy IPP with hydro, wind, and solar PV 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
Emma Villas – The latest European IPO in the luxury holidays market
Emma Villas is an Italian small cap with exclusive management of >550 luxury villas across Italy and international presence
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)