A Speculative Value Play in Energy

An attractively priced energy play that seems to have been beaten down too far.

Author

Markets & Mayhem
January 09, 2024

We continue to believe that there are a number of exciting opportunities in the energy space. Some of them are rather unknown because they are smaller and in parts of the sector that are lesser followed. This is one of them.

Subscribe to Premium to read the rest.

Become a paying subscriber of Premium to get access to this post and other subscriber-only content.

Already a paying subscriber? Sign In.

A subscription gets you:

  • • Ideas - Macro Thematic Ideas for Trading and Investing
  • • Themes - Exclusive Long-Form Thematic Research, Identifying Trends and Opportunities
  • • Portfolio - Long-Term Foundational Investing Picks
  • • Weekly Dashboard - Outlook on the Markets and Asset Classes - US, Developing Markets, Emerging Markets, Commodities, FX
  • • Breakfast Bites - Analysis of developments around the world and their potential impacts on the economy and markets

Reply

or to participate.