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Company Report
Jan 30, 2026

Chemring: War Demand and Old Lessons

Chemring: War Demand and Old Lessons

Converting Rearmament Cycles Into Durable Industrial Economics

Company Report
Nov 11, 2025

Equinox Gold Thesis Update

Equinox Gold Thesis Update

Entering a Period of Robust Returns

Company Report
Oct 17, 2025

The Transformation of Lundin Mining (Part 2)

The Transformation of Lundin Mining (Part 2)

Building the Next Copper Major

Company Report
Sep 12, 2025

The Transformation of Lundin Mining (Part 1)

The Transformation of Lundin Mining (Part 1)

A Five Year Capital Allocation Masterclass (2020-2024)

Company Report
Jun 4, 2025

Var Energi: Europe's Dividend Powerhouse

Var Energi: Europe's Dividend Powerhouse

How an Infrastructure-Led Strategy and Capital Discipline, Position VAR For Outperformance Amid Commodity Volatility

Company Report
May 15, 2025

Investing in Global Atomic Amid a Mercantilist Shift in Trade

Investing in Global Atomic Amid a Mercantilist Shift in Trade

How Politcal Risk and Financing Hurdles Create Opportunity in Niger

Company Report
Apr 9, 2025

Tin and Turmoil

Tin and Turmoil

Reassessing Alphamin in the Context of Ongoing Conflict

Company Report
Jan 15, 2025

Harbour Energy

Harbour Energy

Unlocking Hidden Value in European E&P

Company Report
Feb 21, 2024

Bold Moves

Bold Moves

From International Oil Company to Integrated Energy Company

Company Report
Feb 21, 2024

Don't Overlook Gold Growth

Don't Overlook Gold Growth

Why you need to find the next Equinox

Company Report
Feb 21, 2024

Different Paths

Different Paths

Climate Uncertainty Leads to Divergent Corporate Strategies

Company Report
Jul 1, 2023

Enovix

Enovix

Making Silicon Anode Batteries a Reality

Company Report
Jan 1, 2021

RWE

RWE

A European Utility Transition

Company Report
Dec 1, 2020

Lithium Americas

Lithium Americas

A pre-production firm poised to be the next lithium Major

Company Report
May 1, 2020

Bakkafrost

Bakkafrost

Geographic Moat and Operational Efficiency

Company Report
May 1, 2020

DO Distressed Debt

DO Distressed Debt

Rig Fleet Valuation and Liquidation Scenarios

Company Report
Feb 1, 2020

Africa Oil

Africa Oil

High-Quality Offshore Production

Company Report
Jan 1, 2019

Kazatomprom

Kazatomprom

Navigating Geopolitical and Operational Challenges

Company Report
Jul 18, 2018

Graftech

Graftech

A Leader in Graphite Electrode Production