SGTZY News and Press, Surgutneftegas PJSC ADR

PJSC Surgutneftegas ADR (SGTZY) is expected to report for Q4 2020

Packer & Co manages a single investment vehicle, the Packer & Co Investigator Trust, a unit trust which is able to invest in a broad spectrum of asset classes throughout the world. The Investigator Trust returned -1.2% for the past year, compared to a -7.4% return for the Aust...

Since the invasion, my funds in Russia have been frozen. I don’t believe central banks really have the will to have very high levels of bankruptcy/unemployment/social conflict. The main concern with oil/gas companies is that the managements insist on reinvestment/growth and...

The Ukraine crisis divides the oil and gas space into two halves, Russian and non-Russian. Investors should invest accordingly. Possible expansion of the scope of sanctions in the near term and new geopolitical reality in the long run make the Russian oil and gas stocks into possible ...

The Investigator Trust returned 13% in 2021, largely due to strong performances by our energy shares. Right now, we have the trifecta – a stock, real estate and bond market bubble, all driven by the lowest interest rates in history and massive government spending. Many indi...

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...

Jan Svenda talks about his newly-launched manual for OTC stocks. He explains what the OTC market looks like and why it exists. He also describes a number of interesting companies that trade OTC. One of them sports an expected forward yield of 19.8%. For further details s...

Note: Some of the source links in this article are in Russian. Surgutneftegas (SGTPY) (SGTZY) is the third largest Russian company by oil production volume. Meanwhile, its shareholder value has not been impacted by oil prices for as long as 10 years. The fact is that the company has been a...

Photo source: RBC; edited by Author I got plenty of responses under my latest article on Surgutneftegas ( OTCPK:SGTPY ), so in this follow-up, I'll address the most frequently asked questions and present a preliminary calculation of Surgut's dividends. Before we start, let me warn read...

Sometimes, a sum of inefficiencies can result in extraordinary outcomes. From a rather typical Russian O&G company, Surgutneftegas (SGTPY) has turned into a huge cash pile ($52 bn) with some O&G assets ($17 bn of worth) over the past few decades. Surgut could spend this money on lucrat...