Professional Special Situation Investor, TripleS Special Situation Investing

Triple S Special Situations Investing

Professional Special Situation Investor

TripleS Special Situation Investing

Professional Special Situation Investor with over 20 years of experience.

Equity Bottom-Up

<ul><li>Yes, I know I wrote this one up a year ago, but things have changed to make this a more interesting investment opportunity.</li><li>I would recommend holding this in an account where you can sit on it for a few years.</li><li>The ultimate IRR will be attractive, but this isn’t a quick flip.</li></ul>

Yes, I know I wrote this one up a year ago, but things have changed to make this a more interesting investment opportunity.I would recommend holding this in an account where you can sit on it for a few years.The ultimate IRR will be attractive, but this isn’t a quick flip.

Pan-Asia Catalysts/Events, Quiddity Advisors

David Blennerhassett

Pan-Asia Catalysts/Events

Quiddity Advisors

Event-Driven

<ul>
<li>
<a href="https://www.smartkarma.com/entities/strike-energy-ltd" target="_blank" data-smartkarma-citation="entities:12473:1" rel="noopener"><strong>Strike Energy (STX AU)</strong></a>'s transition from a pure explorer to an upstream gas producer hasn't exactly gone to plan. </li>
<li>Strike started pumping &amp; selling gas from its Perth-basin Walyering project in September 2023; and green lit a gas-fired peaking power plant in November 2024.</li>
<li>The share price is now at a six-year low. Yesterday, Strike announced CEO, non-executive chair, and NED changes/retirements; and following an independent review, a move towards a smaller board.</li>
</ul>



Strike Energy (STX AU)'s transition from a pure explorer to an upstream gas producer hasn't exactly gone to plan. 
Strike started pumping &amp; selling gas from its Perth-basin Walyering project in September 2023; and green lit a gas-fired peaking power plant in November 2024.
The share price is now at a six-year low. Yesterday, Strike announced CEO, non-executive chair, and NED changes/retirements; and following an independent review, a move towards a smaller board.


Asia Pac ECM and Index Rebal, DZT Research

Ke Yan, CFA, FRM

Asia Pac ECM and Index Rebal

Asia Pac IPO & Placement Research, China Biotech

DZT Research

DZT Research is an independent Asia Pacific equity specialist. Our quantitative research covers index rebalancing flows, alongside exchange data analytics accross Asia Pacific. On the equity capital markets side, we focus on Asia Pacific ECM, especially biotech and TMT. Our lead analyst is frequently cited by international media.

Quantitative Analysis

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Mar 20th (reported today). The aggregated short interest was USD36.7bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Evolution Mining, 4Dmedical Ltd, Sigma Pharmaceuticals, Insurance Australia, Coles.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Mar 20th (reported today). The aggregated short interest was USD36.7bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Evolution Mining, 4Dmedical Ltd, Sigma Pharmaceuticals, Insurance Australia, Coles.


ASX Short Interest Weekly (Mar 20th): Evolution Mining, 4Dmedical Ltd, Sigma Pharmaceuticals

<ul>
<li>We analyzed the changes in short interest of ASX Stocks as of Jan 9th (reported today). The aggregated short interest was USD30.6bn.</li>
<li>We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.</li>
<li>We highlight short interest changes in Qube, ANZ, Whitehaven Coal, Woolworths, Lynas Rare Earths.</li>
</ul>


We analyzed the changes in short interest of ASX Stocks as of Jan 9th (reported today). The aggregated short interest was USD30.6bn.
We tabulate league tables for top short by value and short as multiple of ADT, as well as weekly increases &amp; decreases in short value, short as multiple of ADT.
We highlight short interest changes in Qube, ANZ, Whitehaven Coal, Woolworths, Lynas Rare Earths.


ASX Short Interest Weekly (Jan 9th): Qube, ANZ, Whitehaven Coal, Woolworths, Lynas Rare Earths

Global Cross-Asset Energy Analyst, VAC Investments

Aaditya Chintalapati, CFA

Global Cross-Asset Energy Analyst

VAC Investments

Thematic (Sector/Industry)

<h2>Oil Price</h2><p>A seventh straight weekly drop for Crude Oil prices was seen last week, the longest losing streak in prices since 2015. WTI ended the week at USD 65.93/bbl, with Brent at USD 71.76/bbl, both down c.3% w/w. Continued price weakness was driven by API's estimate of record US Crude Oil (10.7 MMbbls) and NGLs production (4.4 MMbbls) in 2018, combined with modest production growth amongst OPEC countries such as Libya. Elsewhere, despite risks to as much as c.600K - 1.2Mbbls/day of Crude oil…</p>

Oil PriceA seventh straight weekly drop for Crude Oil prices was seen last week, the longest losing streak in prices since 2015. WTI ended the week at USD 65.93/bbl, with Brent at USD 71.76/bbl, both down c.3% w/w. Continued price weakness was driven by API's estimate of record US Crude Oil (10.7 MMbbls) and NGLs production (4.4 MMbbls) in 2018, combined with modest production growth amongst OPEC countries such as Libya. Elsewhere, despite risks to as much as c.600K - 1.2Mbbls/day of Crude oil…

Australia

Carnarvon Petroleum Limited operates as a petroleum exploration company. The Company explores and produces oil and gas products. Carnarvon Petroleum serves customers in Australia.

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Carnarvon Petroleum (CVN AU)

Carnarvon Energy UPDATE(CVN)

Yes, I know I wrote this one up a year ago, but things have changed to make this a more interesting investment opportunity.

Triple S Special Situations Investing

Time To Revisit Strike Energy (STX AU)

Strike is down >40% in the past 12 months. The board overhaul and a new discovery at Walyering are positive. Taking Strike into its fold makes...

David Blennerhassett

ASX Short Interest Weekly (Mar 20th): Evolution Mining, 4Dmedical Ltd, Sigma Pharmaceuticals

We analyzed ASX short interest report for the past week and highlight short interest changes in Evolution Mining, 4Dmedical Ltd, Sigma...

Ke Yan, CFA, FRM

ASX Short Interest Weekly (Jan 9th): Qube, ANZ, Whitehaven Coal, Woolworths, Lynas Rare Earths

We analyzed ASX short interest report for the past week and highlight short interest changes in Qube, ANZ, Whitehaven Coal, Woolworths, Lynas Rare...

Ke Yan, CFA, FRM

Global E&Ps: Energy Weekly Vol. 22

Oil PriceA seventh straight weekly drop for Crude Oil prices was seen last week, the longest losing streak in prices since 2015. WTI ended the week...

Aaditya Chintalapati, CFA

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52-week Range

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