Looking for value, focused on O&G, Mining and Shipping - It ain’t what you don’t know that gets you into trouble. It’s what you know for sure that just ain’t sozerogcos.substack.comJoined January 2023
$Ark.v mid day release (unintentionally) was a disappointment in content (two holes, mehh) but over (panic) reaction IMO -33%. Will try and scoop some up down here.
Gonna need to do some rep damage control @arrasminerals
With the $CVX arbitration win over $XOM marking a new phase in Guyana’s offshore story, Namibia is emerging as the next major deepwater frontier, with competitive bids underway for a large stake in Galp’s Mopane discovery 🇬🇾 🇳🇦 #OOTT
(1) ExxonMobil began developing Guyana’s…
Really like this transaction — strong short- to mid-term organic growth potential and a deeper PTTEP partnership, possibly setting up future M&A. But the huge cash pile is still just sitting there. The capital structure remains utterly inefficient. If the focus is shifting to…
Really like this transaction — strong short- to mid-term organic growth potential and a deeper PTTEP partnership, possibly setting up future M&A. But the huge cash pile is still just sitting there. The capital structure remains utterly inefficient. If the focus is shifting to…
First article is out. Free for all to read.
I cover the life of Nicholas Pritzker, which I consider central to understanding the Pritzker story.
He immigrated, gritted his way to be the family’s first attorney, and established an ethos that defined the family for generations.
Galp is marketing its 80% stake in the Mopane discovery (10B BOE in-place est) in Namibia’s Orange Basin 🇳🇦 Despite softer markets in 2025, the greenfield play has drawn interest from $TTE, $PBR, and others. Bidding is expected to conclude soon.
Petrobras’ CEO recently stated it…
Imho the near-term risk of Israeli strikes on Iranian export capacity (Kharg, etc.) >>> the risk of Tehran blockading the Strait of Hormuz.
But, if Iran loses the capacity to export most of its crude, that then in turn really stokes the risk of Iranian attacks in the Strait.
Arras Minerals to Mobilize Second Drill Rig to Elemes Project, Provides Exploration Update, and Announces Termination of Beskauga Option Agreement $ARK.V tinyurl.com/29eqcqss
5K Followers 859 FollowingInversor en valor | Gestor de mi patrimonio.
"Price is what you pay, VALUE is what you get"
Rentabilidad CAGR '16-22: 15%
Podcast en Ivoox "Silicon Value"
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2K Followers 715 FollowingLong shitcos that can grow EPS (FCF) at 15% for a few years. Occasionally long unprofitable shitcos if I’m in the mood for losing money
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1K Followers 1K FollowingWe are just a team of seventeen-year-olds publishing our thoughts on companies with a huge value gap. No tweets should be taken as financial advise.
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nothing I post is financial advice, everything is to the best of my knowledge and belief
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243 Followers 97 Following🇨🇭-based, 🇸🇪-educated, 🇬🇷 at heart 💙| Investor in companies (passion & job) | All statements are personal opinion | No investment advice - DYODD!
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Will tweet the odd Marvel MCU post now and then