SSI Weekly Newsletter: Portfolio Updates, Earnout Monetization, Shareholder Movements
FAR Limited's earnout monetization is uncertain; Harvest Lane increased its stake to 18.8%, indicating potential positive outcomes.
35 Views
SSI's 2024 Review: Portfolio Underperformance, Event-Driven Strategies, and Lessons from Losses
SSI's Tracking Portfolio ended 2024 with a -1% return, hindered by cash holdings and significant losses in MSTR, BHIL, and BOOM.
497 Views
2019 Energy Market Themes & Stocks with Exposure: Focus on Oil, Refining, LNG, M&A & Renewables
We run through our views on the main themes that will impact the oil and gas market in 2019 and the stocks to play these through. We outline the...
734 Views
Global E&Ps: Energy Weekly Vol. 3
Oil PriceWe saw diverging price moves across the oil complex this week. Fear of an extended supply disruption at the Keystone pipeline drove WTI to...
221 Views
Energy: Who Could Benefit from Brexit?
Brexit negotiations are likely to start soon. Everyone is looking at the consequences on forex and on the UK financial sector. But who could...
3k Views