Group 1 - The article discusses the current investment landscape, drawing parallels to the dot-com bubble of the year 2000, suggesting a potential overvaluation in certain sectors [1] - The focus is on the energy sector, including oil & gas supermajors, mid-cap, and small-cap exploration & production companies, as well as oilfield services firms [1] - The author emphasizes the importance of analyzing Free Cash Flow and Return on Capital in addition to profit and sales to gain deeper insights into investment opportunities [1] Group 2 - The author believes that while some growth stocks may deserve their premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1]

Key Takeaways Shell is investing $2B in Nigeria's HI gas project to supply 350MMscf/d to Nigeria LNG.The project supports NLNG's Train 7 expansion and aligns with Shell's 4-5% annual LNG growth goal.SHEL's move follows its Bonga North project, reinforcing its long-term energy commitment to Nigeria.Shell plc (SHEL) has reinforced its commitment to Nigeria’s energy landscape with a $2 billion investment in the HI gas project offshore Nigeria. The project — a collaboration between Shell Nigeria Exploration and ...

Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

Freight rates to move crude from the US Gulf Coast to Asia climbed to just above $11 million https://t.co/fimKLSE072 ...

Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

Three MEG Energy shareholders filed complaints with Alberta’s securities regulator, alleging the board put investor interests second by letting Cenovus buy shares after raising its offer https://t.co/ETtnxQooSI ...

India has the capacity to purchase an additional $15 billion of oil from the US, a senior commerce ministry official said Wednesday, signaling New Delhi’s intent to speed up trade talks and get a deal https://t.co/Ty6durpg3A ...

Crude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ stock model account, in-depth cash flow analyses of E&P firms, and live chat discussion of the sector.Sign up today for your two-week free trial and get a new lease on oil & gas! ...

The UK slapped sanctions on Russia’s biggest oil producers and a Chinese terminal that receives liquefied gas from a major Russian project https://t.co/uKLb8TDLH0 ...

China’s retaliatory port levies are exposing oil shipping companies to hefty fees and contributing to delays, cancellations and spiraling freight costs https://t.co/Z2UCdtT3Um ...