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Summary At the most conservative valuation for Aker ASA, it trades substantially below the sum-of-parts valuation of its public and private holdings as an investment/industrial company. Every single one of its affiliated businesses are either backed by infrastructural or at least pseudo...
Summary Occidental Petroleum has many fans among retail investors. OXY stock has a rather weak balance sheet which limits its shareholder return potential. Shares also are not cheap on a relative basis. Further underperformance would thus not be very surprising, I believe. ...
Summary Tweedy, Browne’s 13F portfolio value decreased from $2.27B to $1.88B this quarter. They increased Ionis Pharmaceuticals while reducing most of the other stakes. Berkshire Hathaway at ~20% of the portfolio is the largest position. This article is part of a se...
TotalEnergies SE (TTE) Q4 2022 Earnings Conference Call February 08, 2023, 05:00 ET Company Participants Renaud Lions - SVP, IR Thierry Pflimlin - President, Marketing & Services Patrick Pouyanne - Chairman, CEO & President Jean-Pierre Sbraire - CFO C...
Summary Devon Energy will report its fourth-quarter earnings results next week. A double beat would not be a big surprise, although profits and cash flows will likely be down sequentially. DVN offers a very solid free cash flow yield but is not particularly cheap versus its peers. ...
Summary Fisher’s 13F portfolio value increased from ~$133B to ~$148B in Q4 2022. They increased Advanced Micro Devices, Lam Research, and Intuit while decreasing Nvidia, Meta Platforms, PayPal Holdings, and Broadcom. The top three positions are Apple, Microsoft, and Amazon. T...
Summary HIE is trading at an attractive discount despite the better relative performance over the last year, thanks to its energy exposure. A discount for a term fund is something that can be exploited, but we still have some time before the termination date. The latest annual repor...
Summary BP p.l.c. is generating tons of free cash flow at current oil prices. It seems likely to me that oil/energy prices do not get crushed given sustained relatively modest CapEx in the industry. BP is buying back shares, but it could do a lot more. Unfortunately, management ...
Summary The relative interest of investors in search of value outside the US has increased in the last few years. EFV appears to have attractive multiples, potentially indicating a bargain. However, heavy European exposure is a risk given the EU's energy policies and burdensome bure...
Summary Kosmos Energy is a US junior oil & gas exploration player with developments in African frontier plays. At a time when the Biden government is calling for the African Union to be permanently part of the G20, unleashing energy is key. The firm boasts world class assets at ...
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New York City, NY: May 25, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of General Purpose Polystyrene (GPPS) Market in Global Industry: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer up...
New York City, NY: May 25, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Bottled (aftermarket) Fuels Additive Market in Global Industry: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer ...
New York City, NY: May 25, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Cetane Improver Market in Global Industry: 2020 Research and New Innovations in Oil and Gas Sector. The prime objective of the report is to offer updates and informati...