Buy Vanadium stocks on the strong fundamental outlook and a call option on renewable energy storage / ESG potential. Summary Vanadium is a metal few know about and less know about its potential, or even just its primary use of making steel stronger while reducing weight. This key trend of lighter and stronger is likely…
*If you are looking to dip your toes into the world of Crypto we have found a little gem called ORN which is a token for a project looking to create the first gateway to the entire crypto market *Orion Protocol will aggregate the liquidity, order book depth, and price discovery of every single crypto…
*Stock strong this morning +6% as Reuters reports negotiations with the EU at a final stage with conclusion expected by the end of March citing people familiar *We are happy with our current position but are awaiting an announcement to the upside to add *While a union source saw some optimism the French Finance minister…
*We see it as a good entry point here for anyone not involved in the name *We see this recent sell-off as more fast money trying to profit from any announcement which is causing volatility *Investors were hoping for more of a ‘solution’ being released with the earnings on Tuesday while to us it was…
*STLA announced this morning the timeline for the long awaited distribution of its 39% stake in EO FP *To distribute 0.017029 ordinary shares of Faurecia; and (ii) Euro 0.096677 for every STLA share held – approx. 54m shares of EO FP *Short interest in EO FP is currently less than 2m shares Background *Back on…
+32.9% on the trade to date but we feel it’s just the beginning.Uranium names can go 2-3X from here and we increase our PT to 40 USD, 200% upside. The old narrative of Nuclear being dirty and dangerous (which in reality is incorrect) is changing as we see a nuclear renaissance as the world strives…
*Strong earnings with better than expected margins *Also beats on FCF much stronger than expected after the drop in 1H – this is a large beat to analysts’ estimates *Confirms EUR 1bn dividend subject to AGM approval on 15 April *Expected to realize 80% if the EUR 5bn annual syergies by end of 2024 *EO…
*Earnings beat estimates but market concentrating on earnings one-offs and the CEO turnaround timeline. -We feel this is misguided and the focus should be on rate moves. -Rates going up is reducing the big pension deficit. This is much more important for value. -Spirit sale process still ongoing to further reduce the balance sheet. -Turnaround…
– Has been a perennial disappointer. Worst performing utility in 2020 but is finally getting its act together. – Having sold the US business the balance sheet is in much better shape, and the move in rates in the UK recently will help reduce the pension deficit that some of the proceeds will fund. –…
*UK assets missed the rally out on the rally which has now created an opportunity *Oil strength continues with WTI approaching USD 60 *We also feel confident about the UK GDP growth, both based on the latest job report but also on future growth as the Covid situation improves *GBP has been very strong since…