Value Science
Subscribe
Sign in
Home
Archive
About
Easterly Government Properties ($DEA)
Easterly Government Properties is a REIT that primarily leases properties to “critical” departments of the US federal government, though they recently…
Apr 29
•
Value Science
4
Latest
Top
Discussions
Golar LNG Update ($GLNG)
Golar was introduced in this post.
Jan 31
•
Value Science
12
EMX Royalty ($EMX)
EMX is a small copper-gold royalty company trading at around half of estimated NAV-5% at $2000 gold and $4 copper.
Nov 13, 2024
•
Value Science
3
Danaos Q3 Update ($DAC)
Danaos was introduced in this post.
Nov 13, 2024
•
Value Science
4
1
Danaos ($DAC)
Danaos is a containership lessor that I originally heard about from J Mintzmyer who said it was the "strongest conviction buy of my career" in September…
Nov 9, 2024
•
Value Science
5
1
Parex Resources ($PXT.TO)
Parex Resources is a Canadian conventional oil and gas company operating in Colombia, producing 99% oil and 1% natural gas.
Apr 29, 2024
•
Value Science
4
The Ammonia Market
Ammonia (NH3) is a chemical currently used primarily in fertilizer production (85%) that is also expected to play a significant role in the clean energy…
Apr 14, 2024
•
Value Science
1
Crescent Point Energy ($CPG)
Crescent Point Energy is a Canadian upstream oil and gas company that recently underwent a major transition through large acquisitions in the Kaybob…
Apr 5, 2024
•
Value Science
See all
Value Science
A newsletter for value investors
Subscribe
Value Science
Subscribe
About
Archive
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
