2016: A Year of Reckoning, But Possibly Not as Painful For The Prepared
I've been on the road meeting clients, ex-clients and friends and will have more to report after the holidays. But wanted to flag some takeaways...
399 Views
The Outlook for Copper Prices Is Worse than Most Think
The outlook for copper prices is worse than most think. Battered copper mining stocks may now screen as cheap, but we see further...
404 Views
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...
781 Views
China Oilfield Services (2883.HK) – Interim Results Show Continued Strong Growth
Oil and oil-related stocks have started to move. This one is a capital cycle story. The offshore oil services industry has minimal new entrants as...
407 Views
Valaris PLC: Fleet Optimization, Strategic Contracting & Key Growth Levers!
Valaris Ltd.'s first quarter of 2025 financial results indicate robust performance, showcasing both significant operational achievements and...
615 Views