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Summary My portfolio returned +42.9% versus -18.1% for the S&P 500, my largest relative outperformance ever. 2022 winners included Cenovus, ZIM, H&R Block, Energy Transfer and Dole. I remain cautious heading into 2023, but more constructive as valuations have fallen and some...
Summary Since summer 2021, global energy shortages, ESG efforts, and geopolitical events have sent coal prices skyrocketing. WHC is trading under 2x EV/EBITDA and recently announced a buyback for 25% of its share capital over the next 10+ months. I expect WHC to perform very well fo...
Summary I remain bullish energy and bearish on tech companies. Even after the latest downturn, technology companies still are not cheap. Considering the outlook for interest rates, with some predictions having them top 5%, the broader market also does not look cheap. Cash is m...
Summary Coming off a record FY22, Whitehaven Coal is showing no signs of slowing down. Coal price tailwinds remain intact into the coming fiscal year, as supply-side issues worsen following the Russian coal sanctions. With the balance sheet already in a net cash position and F...
Summary Peabody Energy is one of the cheapest coal producers out there. It's trading at very low multiples, although coal prices and earnings are likely not sustainable in the long term. One of the reasons for its low valuation are restrictions to buybacks and dividends. A...
Russia’s invasion of Ukraine is squeezing energy supplies. Many countries are turning back to coal to meet energy security needs. Russia could squeeze Europe more effectively during the upcoming winter. Chinese energy demands have been muted somewhat by rolling Covid lo...
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...
Outage guidance following a fire at Freeport LNG sparked a rally in European natural gas prices Tuesday. The rally continued Wednesday, as Gazprom (OTCPK:OGZPY) indicated that "maintenance" would impact supplies from Nord Stream. Thursday, ENI (E) said Gazprom (OTCPK:OGZPY) had cut suppl...
On the back of news that the US's largest LNG export facility would be down for 90 days, and partially offline until year end, Russia has elected to dial down natural gas exports to Europe. The Kremlin has halted another turbine at a compressor station connected to the Nord Stream pipeline, i...
Teck Resources, the largest coking coal producer in N. America, has soared in value in large part due to its spectacular coking coal operations. Teck strongly believes that demand will remain robust -- not for months or years -- for at least 2-3 more decades. Colonial Coal has 2 h...
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Whitehaven Coal Ltd (WHITF) is expected to report for Q4 2022