STOHF News and Press, Equinor ASA From 01/21/21

Massif Capital employs a long/short equity strategy focused on global opportunities in listed real assets, principally mining, energy, and infrastructure. The core portfolio for Massif Capital was up 15.8% net of fees during the fourth quarter of 2020. During the fiscal year-end 2020,...

Global leaders, including President-elect Biden, IEA, major corporations, emphasise importance of Paris Agreement goals to achieve net zero emissions by 2050. These are not normal times for oil; vaccines notwithstanding, COVID-19 isn’t going away any time soon, the BEV revoluti...

If the one-time extraordinary warranty provision and pandemic costs are excluded, the company's Q2 report was very strong. The service business - which like SaaS based models can be viewed as high-margin recurring revenue - was strong and a positive catalyst moving forward. Meanti...

Like every week on my TEV blog, I want to show you some stocks that will go ex-dividend in the next few days. I'll also review a few companies currently in the focus of investors or that have an attractive fundamental valuation. Additionally, I'll give you some insights into my re...

Repsol was affected by the decline in energy prices but still managed to produce a substantial amount of cash flow. The company's production declined due to the forced civil war shutdowns in Libya but that problem should begin resolving itself going forward. Repsol's electricity g...

Equinor saw its performance negatively impacted by the low oil price environment. The company managed to produce production growth YOY, which was largely expected. This production growth is likely to continue going forward and this will help offset some of the impact from the lowe...

Equinor ASA (EQNR) Q3 2020 Earnings Conference Call October 29, 2020 6:30 AM ET Company Participants Peter Hutton – Senior Vice President and Investor Relation Lars Christian Bacher – Executive Vice President and Chief Financial Officer Svein Skeie – Senior Vice President...

The following slide deck was published by Equinor ASA in conjunction with their 2020 Q3 earnings call. For further details see: Equinor ASA 2020 Q3 - Results - Earnings Call Presentation

GE has announced it intends to exit the new coal power plant market. At the same time, GE said it would focus on its core renewable energy business. Within days GE announced two big wind turbine orders for an aggregate of 377 turbines. CEO Larry Culp is transforming the compan...

Noble Corp. ( NEBLQ ) filed for bankruptcy but continues to publish fleet status reports which provide a timely view on the current state of the industry and an opportunity to evaluate the form in which the company will come out of its bankruptcy proceedings. Without further ado, letȁ...