I am a voracious reader and self-taught investor. In the past, I was an accountant in the maritime industry. Now, I am a happy retiree passionate about writing and financial markets. As the kids are grown up, I have time to pursue my endeavors: growing my portfolio and developing my writing skills. You will find enticing investment ideas in KD Research that are not limited by region or sector. However, all of them share a few common things: • They are overlooked. • They offer asymmetric risk rewards. • They ...

Cheniere Energy (LNG) , a natural gas exporter, continues its uptrend. The stock closed Friday’s session at $188.44 after setting a new 52-week high of $188.73 earlier in the day. As shown in this chart, with the advance, LNG shares are up more than 20% over the past six months, handily outperforming the sector and the S&P 500. The company has also fared better than other energy storage and transportation operators like MPLX LP (MPLX) and TC Energy Corporation (TRP) .LNG, MPLX and TRP Stock Performance Comp ...

Air Products & Chemicals Inc. (APD) announced the completion of the divestment of its liquefied natural gas (LNG) process technology and equipment business to Honeywell for $1.81 billion in cash. All closing conditions of the transaction, which was first announced in July 2024, have been met. All regulatory approvals have been received as well. The sale of the LNG process technology and equipment business is strategic, reflecting Air Products' profound commitment to its two-pillar growth strategy. The strat ...

Acquisition Overview - Honeywell International Inc. has completed the acquisition of Air Products and Chemicals, Inc.'s liquefied natural gas (LNG) process technology and equipment business for $1.81 billion in cash, marking Honeywell's fourth acquisition of the year [1] - The LNG technology and equipment division of Air Products is located in Allentown, PA, and employs approximately 475 people [1] Acquisition Rationale - The acquisition aligns with Honeywell's strategy to enhance operations and expand market presence, particularly in the energy transition sector [2] - The integration of LNG process technology will enhance Honeywell's portfolio in coil-wound heat exchangers and related equipment, providing comprehensive solutions for energy transformation [2] - Honeywell's energy transition solutions will incorporate natural gas pre-treatment and advanced liquefaction, utilizing digital automation technologies from Honeywell Forge and Experion platforms [2] Other Notable Acquisitions - In September 2024, Honeywell acquired CAES Systems Holdings LLC to strengthen its defense technology offerings across various domains [3] - In June 2024, Honeywell acquired Carrier's Global Access Solutions business for $4.95 billion, enhancing its security products portfolio and building automation segment [3] - In March 2024, Honeywell announced plans to purchase Civitanavi Systems S.p.A. for approximately €200 million ($217 million) to boost its aerospace navigation solutions [3] Market Performance - Honeywell's shares have gained 13.2% over the past year, compared to the industry's growth of 21.3% [4] - Strength in the commercial aviation and building automation sectors is beneficial for Honeywell, particularly in the Aerospace segment driven by robust demand in the aviation aftermarket [4] Challenges - There is concern regarding weakness in the Industrial Automation segment due to lower project demand [5] - The demand for personal protective equipment within the sensing and safety technologies business has also weakened [5]

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Core Points - Matson, Inc. has initiated the construction of three new "Aloha Class" containerships as part of a $1 billion investment aimed at enhancing its services to Hawaii and the China-Long Beach Express [1][2] - The new vessels will feature dual fuel engines capable of operating on conventional marine fuels or liquefied natural gas (LNG), along with advanced green ship technologies [2][3] - The first vessel is expected to be delivered in Q4 2026, with subsequent deliveries in 2027, contributing to Matson's goal of reducing greenhouse gas emissions by 40% by 2030 [3][4] Investment and Construction Details - The investment of approximately $1 billion will fund the construction of three Jones Act-compliant vessels, which will match the size and speed of Matson's existing Aloha Class ships [2][4] - The new Aloha Class vessels will have a carrying capacity of 3,600 TEU and are designed to operate at speeds exceeding 23 knots [3][4] Environmental Goals - Matson aims to achieve a 40% reduction in Scope 1 greenhouse gas emissions by 2030 and net-zero Scope 1 emissions by 2050 [3][4] - The new ships are expected to help Matson meet its environmental targets while providing additional capacity and speed for its services [3][4] Historical Context and Naming - The new vessels will be named Makua, Malama, and Makena, continuing Matson's tradition of using Hawaiian names for its ships [4][5] - The original ships with these names were commissioned by the U.S. Shipping Board during World War I and were active in the Matson fleet for two decades [5]

It's been over three years since I last covered Dynagas LNG (NYSE: DLNG ). In the two articles I published in 2021, I highlighted that investing in the partnership (what I may refer to as a companyHe is a contributing author to the investing group Wheel of Fortune where they share actionable trading ideas across all asset-classes, sectors and industries. The goal of the service is to provide a one-stop-shop for investment and portfolio ideas, while educating the vibrant community of subscribers. Features of ...

Group 1 - The article introduces a new contributing analyst, Artem Lishchuk, who focuses on fundamental value investing, particularly in the energy and technology sectors [1] - The analyst expresses a preference for large-cap companies and seeks growth at a reasonable price or value investments in the USA and emerging markets [1] Group 2 - There is a disclosure stating that the analyst does not currently hold any stock or derivative positions in the mentioned companies but may initiate a long position in LNG within the next 72 hours [2] - The article emphasizes that the views expressed are personal opinions and not influenced by compensation from any company mentioned [2]

Exxon Mobil Corporation (XOM) has signed an agreement with Guangdong Energy Group in Chinato to use its new LNG receiving terminal for 20 years. The $1 billion LNG receiving terminal is located in Huizhou in the Guangdong province. This terminal is expected to begin commercial operations in the upcoming week, per Reuters.The LNG terminal has the capacity to handle 4 million metric tons of liquefied natural gas per year. Furthermore, for trial operations, the terminal has received its initial cargo from the ...

Group 1 - The LNG market is expected to experience rapid expansion, with a significant focus on export terminals and LNG shipping companies from the investment community [1] - The regasification segment of the LNG value chain is receiving little to no coverage, indicating a potential area for investment opportunities [1] Group 2 - The author has a professional background in the Nuclear Power industry, utilizing knowledge of the power and energy sectors to evaluate long-term investment equities [2] - The investment strategy includes focusing on income-producing equities and rental real estate for cash flow and long-term appreciation [2]