Value Science

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

January 2025

Golar LNG Update ($GLNG)

Golar was introduced in this post.

Jan 31 • Value Science

12

November 2024

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

April 2024

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

March 2024

The Ethylene Market

Ethylene (H2C=CH2) is a hydrocarbon gas that is used as a building block to make plastic, among many other applications. There is currently a large…

Mar 30, 2024 • Value Science

2

2

Gran Tierra Energy ($GTE)

"The power to tax is the power to destroy."

Mar 23, 2024 • Value Science

2

Golar LNG ($GLNG)

The market needs to see a new contract for Hilli

Mar 13, 2024 • Value Science

3

ZIM Integrated Shipping ($ZIM)

Massive profits from Red Sea disruption, but does it change the equation?

Mar 8, 2024 • Value Science