McBride’s results stand in sharp contrast to the tone of its last disastrous trading update. Growth remains minimal, but the stock trades at <5x earnings (or EV/EBITDA, take your pick). Dividend reinstated and cost-cutting opportunities point to a brighter outlook. $MCB.L

Joeri Chris Shipping 🚢🚢 Quite incredible how they were all eager to buy tankers during a 1 days spike caused by an exogenous event (Israel-Iran war), but they’re now avoiding the sector on a organic growth on strong fundamentals (OPEC hikes which will soon materialise in increased exports, and reduced

Beware of the long-term outlooks: McKinsey has just released its “materials” (commodities) outlook. Last year, it projected coal demand by 2035 **down** 40%. Now, it projects coal demand by 2035 **up** 1%. How it started … … How’s going

SEB downgraded $FRO on 30th September 24. Share price? 240 NOKs... went straight down to 150 NOK in 3 months. Frederik Ness is smoking cigars and left SEB in November 2024 like a f*cking KING... So who is the 🤡🤡🤡 here???

Now you can go, and check the volume on those options. It is quite easy to reconcile how it was. x.com/michaeljburry/…

$FRO bulls are coming!!!!

Things that happen when you drill through a chest full of gold... $LUG.TO juniorminingnetwork.com/junior-miner-n…

Analysts speaking to $FRO bulltards… And they will hear this! 41% dividend yield. Moon is the next stop!!!

Surely, business with average ROIC of 58% over last 15 years is worth only P/E 13... $NVO $NOVO.B

The full video from last week's #shipping #webinar is now available on YouTube. Check it out to hear the latest about the industry and why $CMBT is our top public pick for 2026 at Value Investor's Edge. $15/sh mid-2026 target: youtube.com/watch?v=S2n6pB…

$CMBT!!!

If $FRO is doing that, why shouldn't I? $CMBT

Oh no, dry bulk and tankers ripping higher! If only there were a company loaded with both… and levered to the tits on top of it. Oh wait - there is: $CMBT. (Or $CMBT.OL if you are a Norwegian teenager. 🔞)

"Greg will keep the culture"... Oh, wait... Everyone is leaving, because Warren was the reason why they joined in the first place... :( $BRK

$TDW is not only cheap, but also well positioned for a major capital allocation move in the short term, while waiting for a meaningful improvement in the offshore market from 2027 onwards.

Today Gulf Marine Services announced the award of a new contract for two of its E-Class liftboats, which increased the backlog to $540m. By doing some math, we can see how the estimated value of this new 985 days contract is ca. $120-124m...This equates to an average dayrate of

Another day, another contract announcement by Gulf Marine Services.. Today $GMS.L announced a new contract (1 year + 1 year option) for one of its mid-size liftboats (i.e. S-Class), which brings the total backlog to $607m. We estimate that the dayrate on this latest contract

In addition to highlighting how the valuation on $GMS.L is ridiculous, I believe that the next catalysts will be: - some more contract announcements for K-Class vessels (the smaller liftboats) - dividend/buyback announcement - Upward revision of EBITDA guidance (in my view

Tell me you have no idea what you just wrote, without telling me... 🤡🤡🤡 $EDEN $QSV.F Edenred Group #edenred In case you are sleeping like UBS. Brazilian PAT regulation was approved Nov 12th 25 and HALTED on Jan 21st 2026... But even if not, it's cool to downgrade 20% fcf yield

Once again, sell-side analysts (UBS this time) are creating an opportunity by chasing the price and flipping their recommendation. Even when factoring in a worst-case scenario in Brazil, which I personally don’t buy, the multiples at which $EDEN.PA trades are absurdly low for a