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.

Thematic (Sector/Industry)

<ul><li><p>EWC trades at A$0.052. It carries no debt, just agreed to sell its turbines for US$350m (~A$500m), and once that cash lands the company will be sitting on roughly ~$0.12 a share in net cash with a potentially almost completed strategic Philippine LNG terminal effectively thrown in for free.</p></li><li><p>Energy World is a 20+ year old LNG and power developer with assets in the Philippines, Indonesia and Australia.</p></li><li><p>For most of that history it was a textbook dumpster fire, with heavy debt from poorly managed half-finished infrastructure builds.</p></li></ul>

EWC trades at A$0.052. It carries no debt, just agreed to sell its turbines for US$350m (~A$500m), and once that cash lands the company will be sitting on roughly ~$0.12 a share in net cash with a potentially almost completed strategic Philippine LNG terminal effectively thrown in for free.Energy World is a 20+ year old LNG and power developer with assets in the Philippines, Indonesia and Australia.For most of that history it was a textbook dumpster fire, with heavy debt from poorly managed half-finished infrastructure builds.

2 Aussie Stocks About to Hit an Inflection Point in the Coming Weeks

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

Cross Asset Strategy

<ul><li>Logistics / In Depth: Logistics is getting pricy in China, but reform will be a long haul </li><li>AI /Stanford students apologize after being accused of copying Chinese AI model</li><li>PMIs /Analysis: Why China’s manufacturing PMIs went in different directions in May</li></ul>

Logistics / In Depth: Logistics is getting pricy in China, but reform will be a long haul AI /Stanford students apologize after being accused of copying Chinese AI modelPMIs /Analysis: Why China’s manufacturing PMIs went in different directions in May

CX Daily: Logistics Is Getting Pricy in China, but Reform Will Be a Long Haul 

External broker reports(aggregated public sources), Argonaut

Argonaut

External broker reports(aggregated public sources)

Argonaut’s research focuses on Metals & Mining, Energy, Agribusiness, Businesses and Contractors that service the natural resource sector and select Industrial companies and where warranted, the research team covers special situations. Content available is external broker reports authored by a third party outside the Smartkarma network and has been aggregated by an online aggregator through publicly available sources and is displayed by Smartkarma in this format for user's convenience and general informational purposes only. Content does not constitute investment or financial advice and Smartkarma makes no representation or warranty regarding its accuracy or contents. Original third party author retains all copyright and other proprietary rights in the content. Access or use of third party links not controlled by Smartkarma are at the user's own risk.

Equity Bottom-Up

<div><div><div><div><ul><li>Argonaut has initiated research on Northern Minerals (NTU).</li><li>The Browns Range rare earth element (REE) project is located in northern Western Australia, near the Northern Territory border.</li><li>The unusual xenotime mineralization hosted at Browns Range is enriched in high-value heavy rare earth elements (HREE) dysprosium (Dy) and terbium (Tb). </li></ul></div></div></div></div><p><em>Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.</em></p>

Argonaut has initiated research on Northern Minerals (NTU).The Browns Range rare earth element (REE) project is located in northern Western Australia, near the Northern Territory border.The unusual xenotime mineralization hosted at Browns Range is enriched in high-value heavy rare earth elements (HREE) dysprosium (Dy) and terbium (Tb). Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below.

Northern Minerals (NTU) - Who’s the Rarest of Them All

Australia

Northern Minerals Limited is a mineral exploration company. The Company is primarily focused on Uranium and Rare Earth exploration and development in Western Australia and the Northern Territory.

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Northern Minerals (NTU AU)

2 Aussie Stocks About to Hit an Inflection Point in the Coming Weeks

Energy World is a 20+ year old LNG and power developer with assets in the Philippines, Indonesia and Australia.For most of that history it was a...

Triple S Special Situations Investing

CX Daily: Logistics Is Getting Pricy in China, but Reform Will Be a Long Haul

Logistics / In Depth: Logistics is getting pricy in China, but reform will be a long haul China’s powerful e-commerce economy was built on the...

Caixin Global

Northern Minerals (NTU) - Who’s the Rarest of Them All

Argonaut has initiated research on Northern Minerals (NTU). The Browns Range rare earth element (REE) project is located in northern Western...

Argonaut

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