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Stolt-Nielsen: Beneficial EBITDA Guidance, Stock Repurchases, And Quite Undervalued
Seeking Alpha· 2025-07-12 10:32
Like the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked for an equity research firm in NY, one investment fund in Mexico, and one investment bank in Ireland. Right now, I am a private investor. I usually cover mature industries such as mining, oil and gas, real estate, and others. I do not invest in ...
APA Corporation: New $9 Billion Project, And Significantly Undervalued
Seeking Alpha· 2025-05-06 04:51
Group 1 - APA Corporation is expected to provide significant updates regarding its $9 billion project in Suriname and its partnership with TotalEnergies [1] - The recent acquisition of Callon Petroleum is noted, indicating potential strategic moves within the industry [1] Group 2 - The analysis emphasizes a focus on value investments, particularly companies trading at approximately 10 times earnings and offering dividend yields [1] - The research primarily targets small-cap and mid-cap companies across various regions including the United States, Canada, South America, the UK, France, and Germany [1]
Insurance Expertise, M&A, And Divestures Make Ambac A Buy
Seeking Alpha· 2025-05-04 07:52
Core Viewpoint - Ambac Financial Group, Inc. (NYSE: AMBC) is currently trading at a substantial undervalue following a reported loss from the disposal of its legacy financial guarantee business, with expectations of receiving close to $420 million from the sale of these business units [1]. Company Summary - The company has reported a loss due to the disposal of its legacy financial guarantee business [1]. - If the company successfully sells these business units, it is projected to receive approximately $420 million [1]. Investment Strategy - The analysis emphasizes a focus on value investments, particularly in companies trading at around 10 times earnings and offering dividend yields [1]. - The research primarily targets small-cap and mid-cap companies across various regions including the United States, Canada, South America, the UK, France, and Germany [1].