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.
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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.
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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...
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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...
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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...
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