Energy

Ghana’s Last Independent: Buying Tullow’s Bonds and Capturing IRR >15.0% on Senior Secured Debt

Senior Secured Notes; $1.21B post-refinancing; 10.25% cash + 3% PIK; maturity extended to Nov 2028; high-yield with capital gains optionality

Apr 9 • Mihail Stoyanov

How to Reduce Hormuz Exposure? Just Build Backup Capacity in Oman; List With Ideas for Energy Infrastructure Investors

April Energy Report: The Infrastructure Edition

Apr 3 • Mihail Stoyanov

KNOT Offshore Partners LP: Shuttle Tankers (again), Potent Catalysts, and >50% Upside Potential

Security-first Assets to Address Energy Security Gap

Mar 26 • Mihail Stoyanov

Tankers, Hormuz, and Traffic Jams; Ideas for Shipping Congestion Investors

March Shipping Report: The Congestion Edition

Mar 20 • Mihail Stoyanov

The Hormuz Triad: Energy, Chemicals, and Fertilizer

March Energy Report: The Hormuz Edition

Mar 6 • Mihail Stoyanov

How to Build a HY LNG Exposure; Four HY Ideas for Energy and Shipping Investors

Preferred Stocks are the Hidden HY Champions

Feb 25 • Mihail Stoyanov

Place Your Bets: Capesize Bulkers and Small LPGs for Strategic Bets, LNGCs for Tactical Bets

January Shipping Report: The Market Review Edition

Feb 20 • Mihail Stoyanov

Norwegian Investment Vehicle as a Bet on the Shuttle Tanker Market

Nano-Cap Play for Adventurous Shipping Investors

Feb 18 • Mihail Stoyanov

A 3-4x in the Next Offshore Squeeze? Betting on Jackups

Undervalued and Underwater: A Deep Dive into Jackups

Feb 6 • Mihail Stoyanov and Hugo Navarro

Stock Pick for OFS Connoisseurs: When Italy, Energy and 44% IRR Get Along

Not all attractive energy opportunities are in the US and LatAm

Jan 27 • Mihail Stoyanov

Want to Buy a Suezmax Tanker for Bunker Barge Money? Think Twice Before You Go

January Shipping Report: The Nano Scam Edition

Jan 23 • Mihail Stoyanov

"Experts", Experts, Offshore Thesis, and Venezuelan Oil Capacity

January Energy Report: The Venezuelan Edition

Jan 9 • Mihail Stoyanov

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