Overview of My Winners and Losers in 2023...and 5 High Conviction Ideas Going Into 2024
Our stand-out performer in FY23 was little loved Mongolia Mining. For FY24 we provide five new names which we think can perform strongly.
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Oil & Gas Report (18 September 2026)
Economic growth has contributed to oil demand growth. In particular, the economic growth of countries outside the Organization of Economic...
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Rex International Holding Update : First Oil Delivered, Balance Sheet Under Stress
Rex International enters FY2026 at an inflection point. The company achieved first oil at its flagship Benin asset on 16 February 2026, validating...
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Primer: Rex International Holding (REXI SP) - Dec 2025
Rex International Holding is an oil and gas exploration and production (E&P) company with a geographically diversified asset portfolio in...
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Rex International Holding Initiation : Discounted Barrels, Imminent Growth
We see Rex as an attractive upstream energy name underpinned by five pillars: 1. Core production engine with visible growth • Oman and Norway...
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