LUKOY News and Press, PJSC Lukoil ADR From 02/11/21

Lukoil is one of Russia’s major oil producers. The reintroduction of lockdowns along with the slow vaccination pace will lead to the slow recovery of the global economy, which will result in weaker demand for oil. In addition, the implementation of a new tax policy along wi...

Oil's supply demand dynamic illustrates that higher prices are probable. OPEC+ nations led by Russia and Saudi Arabia are likely to continue to create artificial supply constraints in the market. On the other side of the equation, oil demand is likely to rise notably as the corona...

Here's our take on macro trends in markets and how to outperform in a potential inflation cycle. We express our view of the US dollar bubble and how it will affect investing decisions going forward. We give our core portfolio ideas in commodities and broader market exposures based...

Millions of retail traders collected on Reddit this week to game some of the financial plumbing to squeeze highly-shorted stocks. This event opened up a lot of questions about what's "fair" in markets, as some platforms blocked traders from buying certain stocks. A Look at Chevron...

Gazprom Neft is a highly efficient company in terms of financial performance. The company's share price recovery lags behind its competitors'. One of the reasons is the new tax burden. However, it might be changed in favor of the company. There are several factors that may positiv...

2020 is over and my portfolio returned -1.4%. This is a positive surprise considering a 34% drawdown in March during the first pandemic shockwave. Some stocks recovered strongly from their March 2020 lows while some are still lagging behind the market. Since the inception in 2013,...

Costco is a great company but the valuation is becoming rather stretched. Johnson and Johnson has lagged recently but has a decent 2-year outlook. The energy space is getting interesting, for patient investors that can handle a lot of volatility. For further details see: ...

PJSC LUKOIL (LUKOY) 3Q and Nine Months 2020 Earnings Conference Call November 25, 2020 7:00 AM ET Company Participants Alexander Palivoda – Investor Relations Alexander Matytsyn – Chief Financial Officer Pavel Zhdanov – Vice President-Finance Conference Call Participants ...

Javier López-Bernardo runs the Brightgate Capital Focus Fund. He runs a concentrated value portfolio with very little debt. I split up the interview across two episodes in two thematic parts. The first part is focused on the oil markets and specifically Lukoil. For ...

The stock is currently close to its March levels and may look like an appealing buy. However, restrictive measures around the world will negatively affect traffic and will consequently hit oil demand, not mention factors on the supply side. There's also a serious risk that seems t...