Energy

How to Bet on LatAm and Offshore Revival at Once and Get Paid Handsomely (dividend yield>20%)?

Divide et Impera: PLSVs in Brazil and Jack-Ups in Mexico

Jun 17 •

Mihail Stoyanov

June Offshore Market Report

NCS rigs as a leading indicator for the new offshore cycle

Jun 13 •

Mihail Stoyanov

Kazakh Oil and Gas Distressed Debt Play

The "Stans" as One of The Most Arcane Corners of Oil and Gas Game

Jun 9 •

Mihail Stoyanov

May Shipping Market Report

The impossible triad and the VLCC tankers market

May 30 •

Mihail Stoyanov

Single Asset Play or How to Buy a Drillship?

TheOldEconomy value investing at its best

May 27 •

Mihail Stoyanov

Is offshore HY debt dead? Part 2

Lending money to a Titan

May 21 •

Mihail Stoyanov

How to Earn 50 % on NFE, Without the Stock Volatility

Mr. Market Goes Crazy, And NFE Bonds Are the Bargain

May 18 •

Mihail Stoyanov

and

May Offshore Market Report

Drillships' short-term headwinds and long-term tailwinds

May 16 •

Mihail Stoyanov

Is offshore HY debt dead? Part 1

Two and a half HY picks for energy investors

Feb 6 •

Mihail Stoyanov

Growth stock idea for TheOldEconomy investors

Picks and shovels for LNG shipping

Jan 13 •

Mihail Stoyanov

Ethylene mid-stream play

An esoteric idea even for TheOldEconomy investors

Dec 17, 2024 •

Mihail Stoyanov

The Great Intersection Portfolio

Five themes to follow in 2025

Dec 13, 2024 •

Mihail Stoyanov

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