New Fortress Energy – Restructuring Deep Dive
MORAM Capital breaks down New Fortress Energy UK Restructuring Plan: new capital structure, asset-by-asset EBITDA analysis, preferred equity dilution &
Latest Publications
A corner of our website not only for consulting our latest publications but also intended to be a repository of all our articles. For now, the filters are for the section of the website they belong to or if you are searching for a specific company
Note: In this latest publications section, we do not include The Week in the Markets and Portfolio Management, as both are weekly (every Sunday) and already have their respective sections on the website
Please be aware that we send an email every Sunday at 20:45 containing all the analyses from the week. You can find all the analyses updated as of today at Moram Substack (uploading them to this website may involve some delay).
Kosmos Energy – After the Capital Increase
MORAM Capital updates its Kosmos Energy valuation model following its capital raise (production assumptions, cash flow sensitivity,…) and explains how
Solaria – FY25 Results
Equity Research Update Following the Release of FY25 Results: Focus on Data Center Batteries, Outlook, Catalysts, and Share Price Momentum
NewPrinces – Comments Before FY25 Results
NewPrinces has grown from a regional Italian food operator into a European agri-food giant with revenues exceeding €7bn and over
Golar LNG – A Key LNG Winner from the Iran-Hormuz Shock
Updated Golar LNG equity research on the Hormuz shock: detailed analysis of Gimi, Hilli and Mark II, FLNG growth pipeline,
Excelerate Energy – Updated Iran War
MORAM Capital updates its Excelerate Energy analysis following record FY25 results and break out of the Iran War (Updating $EE
The Italian Sea Group – A Perfect Storm
The Italian Sea Group faces the Perfect Storm: Budget Fraud, Governance Collapse, and a Share Price in Free Fall
Sky Harbour – Breakeven on the horizon
Sky Harbour – Obligated Group results and analysis of curret situaton, projected cash flows and campuses model & valuation