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Weekly rollup | April 25-May 01 2022
Stocks Mentioned: Hafnia (HAFNI.OL), Packaging Corporation of America (PKG), Newmont (NEM), Valero Energy (VLO), Teck Resources (TECK),...
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May 2, 202212 min read
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Weekly rollup | April 18-24 2022
Stocks Mentioned: Victoria Gold (VGCX.TO), West Fraser Timber (WFG), Knight-Swift Transportation (KNX), Newmont (NEM) For ongoing...
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Apr 25, 20225 min read
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Weekly rollup | April 11-17 2022
Stocks Mentioned: None For ongoing coverage, follow me on my Telegram page April 12 2022 Container shipping at the crossroads: The big...
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Apr 18, 20221 min read
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Weekly rollup | April 04-10 2022
Stocks Mentioned: Ardmore Shipping (ASC), Global Ship Lease (GSL), Rayonier (RYN), Euronav (EURN), Frontline (FRO), BW LPG (BWLPG.OL),...
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Apr 11, 20227 min read
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Still bullish the containership sector
Originally published in the Against All Odds Research April 2022 Issue. I've been talking about the different segments of shipping for a...
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Apr 5, 20221 min read
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Weekly rollup | March 28-April 3 2022
Stocks Mentioned: Tellurian (TELL), International Paper (IP), ZIM Integrated Shipping Services Ltd (ZIM), Exmar NV (EXM), MPC Container...
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Apr 4, 20224 min read
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Weekly rollup | March 21-27 2022
Stocks Mentioned: ApeCoin (APE), Alexco (AXU), Artemis Gold (ARTG.V), Adventus Mining (ADZN.V), Sabina (SBB.TO), MPC Container Ships...
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Mar 28, 20226 min read
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Weekly rollup | March 14-20 2022
Stocks Mentioned: Alexco Resource (AXU), Sprott Physical Uranium Trust (U.UN) For ongoing coverage, follow me on my Telegram page March...
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Mar 21, 20227 min read
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Weekly rollup | March 7-13 2022
Stocks Mentioned: Tellurian (TELL), Golden Ocean (GOGL), Zim Integrated Shipping (ZIM), Danaos (DAC) and Solar ETF (TAN) For ongoing...
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Mar 14, 20224 min read
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Sell Vizsla Resources (VZLA.V)
Stocks Mentioned: Vizsla Resources (VZLA.V), Discovery Silver (DSV.V) For ongoing coverage, follow me on my Telegram page Time to close...
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Mar 4, 20221 min read
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Monthly rollup | February 2022
Stocks Mentioned: Credit Acceptance Cop (CACC), Danaos Corp (DAC), ZIM Integrated Shipping (ZIM), Dorian LPG (LPG), Alexco Resource...
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Mar 1, 20229 min read
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Monthly rollup | January 2022
Stocks Mentioned: Newcrest Mining Ltd, Danaos Corp (DAC), ZIM Integrated Shipping (ZIM), Global Ship Lease (GSL), Credit Acceptance Cop...
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Feb 1, 202211 min read
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