Just finished up the Monthly Screener, coming out this Friday. It’s interesting to see how opportunities shift over time. A year or two ago, most of the attractive names I was finding were in Poland. Now, it’s the UK — low valuations, solid cash flows, and plenty of pessimism

🚀 We.connect $ALWEC: +50% revenue to €451m, with +10% organic growth. Growth is back and the CEO sounds confident heading into 2026. If 2024 margins (already depressed) are maintained, we’re talking ~6x P/E. Market starting to notice: +7% 📈

$KOS Significant news regarding Kosmos: The company shared an update on production, licensing, and operational improvements. Last year, GTA and Jubilee were the main issues, causing the stock to fall from 4 to under 1 due to Jubilee's underperformance and GTA's overcosts and

$KOS Big news! Panoro Energy is purchasing the Kosmos Equatorial Guinea asset (40.375% stake in Block G) for $180 million, with potential earnouts of $39.5 million tied to Brent prices and production levels over the next three years. I believe this is a significant win for

Tor Olav Troim $GLNG

x.com/i/article/2026…

$KOS Kosmos reported excellent results yesterday. Although the stock didn't continue climbing, I believe this is mainly due to investors taking profits rather than concerns about earnings—unless I underestimate the market's intelligence. Since KOS has already gained 2.7 times its

$GLNG Golar update: Southern Energy has today finalized a long-term LNG supply deal for 2 million tonnes annually over 8 years, beginning in late 2027. Transitioning from a Letter of Intent (LOI) to a Letter of Agreement (LOA) fully confirms this agreement. Ongoing conflicts in

$KOS BofA yesterday and JPM today are among the major firms upgrading Kosmos bonds. They were very bearish just a few weeks ago, but now they are quickly shifting their opinions. In Spain, there's a saying: better late than never! Agency ratings are often delayed, but they