STOHF News and Press, Equinor ASA From 04/29/21

The following slide deck was published by Equinor ASA in conjunction with their 2021 Q1 earnings call. For further details see: Equinor ASA 2021 Q1 - Results - Earnings Call Presentation

In March 2020, our suggestion was simple: Dump all your mega-caps holdings and buy the most beaten-up stuff. We thought that everything would do well (and it did), but we were almost certain that after losing 60%-90% of their value, smaller caps offer an opportunity of a lifetime. ...

Equinor made a large discovery on Wednesday that was easily the largest in Norway this year. This was part of a complex of four other fields that are in a mature area of the world, which could make them easier to develop. These recent discoveries support the idea that the Norwegia...

Gazprom holds the world's largest natural gas reserves. The Chinese gas market is the fastest growing in the world and offers great long-term potential. Competitive gas prices, a decreasing indigenous production and its huge reserves will guarantee Gazprom a high long-term market ...

Hitachi, Toshiba not proceeding with nuclear plans in UK; China last hope for new UK Gen III reactors, but sovereign risk? India had plans for 6 Westinghouse reactors; will they be built? Japan, US no new reactors. Rolls Royce getting serious about Small Modular Reactors; plans fo...

Equinor ASA (EQNR) Q4 2020 Results Conference Call February 10, 2021 04:00 AM ET Company Participants Peter Hutton - SVP and IR Anders Opedal - CEO Svein Skeie - CFO Conference Call Participants Biraj Borkhataria - RBC Oswald Clint - Bernstein Thomas Adolff - Credit Suisse Mehdi Ennebati - Ba...

The following slide deck was published by Equinor ASA in conjunction with their 2020 Q4 earnings call. For further details see: Equinor ASA 2020 Q4 - Results - Earnings Call Presentation

Equinor's results likely disappointed analysts as the company reported weaker YOY financial performance and delivered a fairly large loss. This was largely the effect of lower energy prices, although the company also saw its production decline. The company saw much higher declines...

In my "real life", I run a number of businesses. One of these businesses has previously put surplus capital and excess earnings to work in stock investments. I halted this during the pandemic, rotated out what I could, and was left with a truly terrible investment portfolio, currently...

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,...