E&P Financial Health: Better Than You Think. Liquidity Reserves Will See Most Firms Through Downturn
The precipitous slide in oil prices since fall 2014 has eroded the financial health of most exploration and production, or E&P, firms. Natural...
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Flying through turbulent or clear skies: An analysis on Airbus & Boeing
Airbus and Boeing, the powerhouses of the aircraft manufacturing industry and the largest duopoly in the world, shared revenues of $407.5 billion...
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Anglo-Teck Merger: Scaling Up to Fortify Copper Empire
Anglo and Teck aim to unite in a $53 billion copper powerhouse, boosting scale, defending against rivals, while navigating regulatory and...
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Global Fertilizer/Potash Stocks Are Breaking Out. Buy.
Breakouts in global fertilizer/potash stocks -- buy Breakouts from multi-year base and bottom patterns are the norm in North American names,...
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Smartkarma: Special Situations Weekly Update (3 April 2017)
We at Smartkarma Special Situations put out this weekly update to highlight trade ideas we like, key events from the week gone by and what to look...
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