Workflow
Offshore Drilling and Supply
icon
Search documents
Alto Ingredients: Upgrading On Improved Execution And Outlook - Buy
Seeking Alpha· 2025-11-25 17:47
Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - The focus includes income-oriented investments in lower-risk firms with steady dividend payouts, as well as extensive research in the energy, shipping, and offshore markets [1] - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [2] Group 2 - The analyst has a background in auditing with PricewaterhouseCoopers and has experience navigating significant market events such as the dotcom bubble and the subprime crisis [2] - The analyst aims to provide high-quality research to the Seeking Alpha community despite language barriers [2]
Bristow Group: Some Offshore Energy Headwinds But Still A Buy (NYSE:VTOL)
Seeking Alpha· 2025-11-24 04:10
Core Insights - The analyst team has demonstrated a strong track record, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return exceeding 23 times [1] Group 1: Investment Focus - The company offers income-focused investment options for those preferring lower-risk firms with consistent dividend payouts [1] - The research covers various sectors including energy, shipping, and offshore markets, indicating a broad investment strategy [1] Group 2: Analyst Background - The analyst has extensive experience in trading, primarily focusing on tech stocks, and has recently expanded coverage to offshore drilling, supply, and shipping industries [2] - The analyst has a background in auditing with PricewaterhouseCoopers and has navigated significant market events such as the dotcom bubble and the subprime crisis [2]
Geospace Technologies Stock: Dismal Quarter But Better Times Ahead - Hold (NASDAQ:GEOS)
Seeking Alpha· 2025-11-23 03:44
Group 1 - The analyst team has a proven track record of outperforming across all market conditions, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - The focus includes income-oriented picks for lower-risk firms with steady dividend payouts, indicating a strategy that caters to conservative investors [1] - The research covers the energy, shipping, and offshore markets, highlighting the firm's expertise in these sectors [1] Group 2 - The analyst has a historical focus on tech stocks but has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [2] - The analyst is also monitoring the emerging fuel cell industry, suggesting a forward-looking approach to investment opportunities [2] - The analyst's background includes experience as an auditor for PricewaterhouseCoopers and navigating significant market events such as the dotcom bubble and the subprime crisis [2]
Geospace Technologies: Dismal Quarter But Better Times Ahead - Hold (Rating Upgrade)
Seeking Alpha· 2025-11-23 03:44
Core Insights - The analyst team has demonstrated a strong track record, achieving an annualized return of almost 40% over the past decade, with a long-only model portfolio return exceeding 23 times [1]. Group 1: Investment Focus - The company offers income-focused investment options for those preferring lower-risk firms with consistent dividend payouts [1]. - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [2]. Group 2: Analyst Background - The analyst has a background in auditing with PricewaterhouseCoopers and has transitioned to day trading for nearly 20 years, successfully navigating significant market events such as the dotcom bubble and the subprime crisis [2].
New Fortress Energy Stock: Wipeout For Common Shareholders Increasingly Likely(NASDAQ:NFE)
Seeking Alpha· 2025-11-23 02:29
Core Insights - The article emphasizes the strong performance of the analyst team, highlighting a 10-year track record of nearly 40% annualized return and a long-only model portfolio return exceeding 23 times [1]. Company Insights - New Fortress Energy Inc. (NFE) is mentioned as a focus of previous coverage, indicating ongoing interest and updates regarding the company's performance and developments [2]. Industry Insights - The article reflects a broad coverage of various sectors, including offshore drilling, shipping (tankers, containers, dry bulk), and the emerging fuel cell industry, showcasing the analyst's diverse expertise [3].
New Fortress Energy: Wipeout For Common Shareholders Increasingly Likely - Strong Sell
Seeking Alpha· 2025-11-23 02:29
Group 1 - The article emphasizes the strong performance of the analyst team, highlighting a 10-year track record that demonstrates the ability to outperform across various market conditions with an annualized return of almost 40% and a long-only model portfolio return of over 23x [1] - New Fortress Energy Inc. (NFE) is mentioned as a company previously covered, indicating that this article serves as an update to earlier analyses [2] - The focus of the analysis has expanded beyond tech stocks to include offshore drilling, supply industry, and shipping sectors, reflecting a broader market engagement [3] Group 2 - The article does not disclose any stock or derivative positions in the companies mentioned, ensuring an unbiased perspective [4] - Seeking Alpha's disclosure notes that past performance does not guarantee future results, and no specific investment recommendations are provided [5]
Kornit Digital: Upgrading On Business Model Transition And More - Buy
Seeking Alpha· 2025-11-19 21:41
Core Insights - The analyst team has demonstrated a strong track record, achieving an annualized return of almost 40% over the past decade, with a long-only model portfolio return exceeding 23 times [1]. Group 1: Investment Focus - The company offers income-focused investment options for those preferring lower-risk firms with consistent dividend payouts [1]. - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [2]. Group 2: Analyst Background - The analyst has a background in auditing with PricewaterhouseCoopers and has transitioned to day trading for nearly 20 years, successfully navigating significant market events such as the dotcom bubble and the subprime crisis [2]. - The analyst emphasizes the delivery of high-quality research to the Seeking Alpha community despite not being a native English speaker [2].
KULR Technology: More Disappointment, But Upgrading On Valuation - Hold (NYSE:KULR)
Seeking Alpha· 2025-11-19 15:01
Core Insights - The article emphasizes the strong performance of the analyst team, highlighting a 10-year track record that demonstrates the ability to outperform across various market conditions [1] - The focus is on providing income-oriented investment options, particularly for investors seeking lower-risk firms with consistent dividend payouts [1] Company Insights - KULR Technology Group, Inc. is mentioned as a company previously covered, indicating ongoing interest and updates regarding its performance and developments [2] - The analyst has a historical focus on technology stocks but has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [3] Industry Insights - The article notes a growing interest in the fuel cell industry, which is still in its early stages, suggesting potential future investment opportunities [3] - The energy, shipping, and offshore markets are highlighted as areas where the research provided is considered among the best globally, with significant returns reported [1]
KULR Technology: More Disappointment, But Upgrading On Valuation - Hold
Seeking Alpha· 2025-11-19 15:01
Group 1 - The article highlights the strong performance of the analyst team, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return of over 23 times [1] - KULR Technology Group, Inc. (NYSE: KULR) is mentioned as a company of interest, with the article serving as an update to previous coverage [2] - The author has expanded their focus to include offshore drilling, supply industry, and shipping, alongside a historical emphasis on tech stocks [3] Group 2 - The article does not provide any specific investment recommendations or advice regarding the suitability of investments for particular investors [5] - There is a disclosure stating that the author has no current positions in any of the companies mentioned and no plans to initiate any positions in the near future [4]
Seanergy Maritime: Decent Quarter And Strong Near-Term Prospects - Buy
Seeking Alpha· 2025-11-19 03:10
Core Insights - The analyst team has demonstrated a strong track record, achieving an annualized return of almost 40% over the past decade, with a long-only model portfolio return exceeding 23 times [1]. Group 1: Investment Focus - The company offers income-focused investment options for those preferring lower-risk firms with consistent dividend payouts [1]. - The analyst has expanded coverage to include the offshore drilling and supply industry, as well as the shipping industry, which encompasses tankers, containers, and dry bulk [2]. Group 2: Analyst Background - The analyst has a background in auditing with PricewaterhouseCoopers and has transitioned to day trading for nearly 20 years, successfully navigating significant market events such as the dotcom bubble and the subprime crisis [2].