Genco Shipping & Trading (NYSE: GNK ) stands out due to its strong capital structure which cushions the company’s financials from the heaving cyclicality of deep-sea dry bulk shipping. The company’s management has over the past few years successfully executedAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, but may initiate a beneficial Long position through a purchase of the stock, or the purchase of call options or similar derivatives in GNK ...

Equinor ASA (EQNR) has hit a dry spell in its latest North Sea exploration efforts. Two wells drilled with Odfjell Drilling’s Deepsea Stavanger semi-submersible rig off the coast of Norway failed to uncover hydrocarbons. These wildcat wells, identified as 35/10-14 S and 35/10-14 A, also known as the Kvernbit/Mimung, marked the first exploratory activities within production license 1185, awarded in 2023.Equinor, holding a 40% stake in the license, operates it alongside partners Vår Energi, Sval Energi and Ak ...

You might be surprised how well some stocks have performed.The S&P 500 is up by nearly 30% so far in 2024, but many stocks have done much better. In this video, longtime Fool.com contributor Matt Frankel discusses how Sea Limited (SE 1.03%) nearly tripled in 2024 but still looks attractive, while colleague Tyler Crowe discusses why Emcor (EME -1.58%) has been such a great performer in his portfolio.*Stock prices used were the morning prices of Dec. 12, 2024. The video was published on Dec. 14, 2024. ...

Investment Strategy - The investment strategy focuses on identifying "divergent stocks," which are disruptive companies with strong fundamentals and long growth runways but currently undervalued prices [1] - The strategy targets innovative companies that aim to make the world a better place, emphasizing long-term growth potential [1] Analyst's Position - The analyst holds a beneficial long position in shares of SE and GRAB through stock ownership, options, or other derivatives [1] - The analyst's views and opinions are independent and not influenced by compensation or business relationships with the mentioned companies [1]

Equinor ASA (EQNR) and Var Energi are evaluating the feasibility of tying back a recent oil discovery to the existing Goliat floating production, storage, and offloading (FPSO) unit in the Barents Sea. This decision came after the appraisal well 7122/8-2 S confirmed oil reserves in the Countach discovery area near the Goliat field, offering potential synergies with established infrastructure.The well, drilled by the COSL Prospector semi-submersible rig, encountered a 35-meter oil column in the Kobbe Formati ...

Sea Limited (NYSE: SE ) continues to report encouraging results across all three business units. The one-year stock chart is very impressive. However, the company remains well below its 2021 highs. With a more stable macro and strong operational performance, investors couldAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own ...

North Sea Investment Overview - The North Sea remains a powerful investment opportunity in the oil and gas sector, driven by technological advancements and sustainability efforts [1] - The region is evolving to meet future energy demands through innovation and growth, moving away from aging infrastructure [2] Technological Innovation - UK operators are projected to invest over £300 million in 2024 in advanced technologies such as robotics and digital tools, signaling strong growth potential [3] - Nearly half of all new technologies deployed in the North Sea in 2023 were digital, including AI, robotics, and automation, enhancing safety and production efficiency [13] Commitment to Sustainability - Major companies like Shell, BP, and Equinor are integrating renewable energy into their traditional operations, reducing risk and positioning for future growth [4] - Companies are adopting greener practices and carbon reduction initiatives, future-proofing operations while maintaining profitability [15] Market Growth and Stability - North Sea oil and gas production is expected to grow at a steady annual rate of over 2% from 2024 to 2029, driven by consistent demand and infrastructure investments [5] - The region offers a stable environment with solid returns for long-term investors [5] Key Players in the North Sea - **Shell plc (SHEL)**: Operates over 50 fields and 25 platforms, supplying about 10% of the UK's oil and gas Recent gas discovery at the Selene prospect strengthens its position [6][7] - **Equinor ASA (EQNR)**: Made a major oil discovery near the Fram field, estimated at 13-28 million barrels, while focusing on sustainability and renewable energy investments [8] - **BP plc (BP)**: Strategically shifting toward new energy solutions while optimizing production through automation and digital technologies Recent oil discoveries highlight the region's potential [9] - **TotalEnergies SE (TTE)**: Pursuing low-carbon technologies, with recent gas condensate discoveries in Denmark and investments in the Tyra field, aligning with global sustainability goals [10] - **Repsol, S A (REPYY)**: Potential merger with NEO Energy could create a new powerhouse producing over 110,000 barrels of oil per day in the UK North Sea [11] Recent Developments - Shell and Equinor announced a 50-50 joint venture in December 2024 to merge their North Sea assets, expected to produce over 140,000 barrels of oil equivalent per day, enhancing operational efficiency and energy security [12] Future Trends - Companies are maximizing existing infrastructure by increasing recovery from current fields, potentially unlocking millions of additional barrels [14] - The North Sea is transitioning into a hub for future energy, combining established infrastructure, advanced technology, and sustainability commitments [16][17] Investment Potential - The North Sea offers steady growth and long-term opportunities, with companies like Shell, BP, Equinor, and TotalEnergies leading the transformation through innovation and sustainability [17][18]

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

More than 5 years of experience in equity analysis in LatAm. We provide our clients with in-depth research and insights to help them make informed investment decisions.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relat ...

Harbour Energy plc (HBRIY) , a U.K.-based oil and gas firm, has announced a successful gas discovery in the Norwegian Sea. The discovery was made while drilling an appraisal well, identified as 6507/4-5 S, using the Transocean Norge drillship. The gas discovery was confirmed in the production license 211 CS, situated approximately 270 kilometers north of Kristiansund.Notably, in the Lange Formation (Sabina), the preliminary estimates suggest that the size of the discovery lies in the range of 2.7-6.2 millio ...