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 revisits Jack in the Box following recent developments since our Initial Equity Research, openly addressing bankruptcy option
Sanlorenzo 1H25 Results analysis - Fantastic 1H25 results (best in the industry) from a great & undervalued company
Golar LNG has just signed a deal to provide 5.95 MTPA liquefaction (via 2 FLNGs) in Argentina. A transformative agreement for the company
IDT Corporation Investment Thesis - A family-owned small-cap that functions as a business incubator, spinning off ventures over time.
Campari FY24 Campari is the sixth-largest player worldwide in the global premium spirits industry. Among its more than 20 brands, Campari, SKYY Vodka, Grand Marnier, Courvoisier or the emerging Espolón…
Italmobiliare focuses on acquiring small non-listed Italian companies with an emphasis on high quality, aiming for a medium-term horizon
New Fortress Energy FY24 Results. We update the financial model including the last events (Fast LNG, Puerto Rico, Brazil,...)
Analysis of Solaria. Renewable energy company growing at fast past but with a share price very punished due to several facts
Golar LNG is an LNG infrastructure provider with long term contracts (and predictable cash flows) in Argentina, Cameroon, Mauritania...