Everything about shipping and the oil market
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 4 months ago | Last Issue | 16 days ago |
| Active | |||||
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freightandbarrels.substack.comLatest Issues
Gulf Keystone Merger With Shamaran
On Tuesday, GKP and ShaMaran announced their merger, and I have to admit that my initial reaction was perhaps too positive, partly due to my track record with Lundin companies (IPCO, FILO, NGEX, FDY, and TLO).
On Tuesday, GKP and ShaMaran...
GMS Q3: Better Than the Headline Numbers Suggest
Gulf Marine Services has released its results for the first nine months of the year, and that is one of the reasons why the market is having a hard time interpreting them.
Gulf Marine Services has released its results for the first nine mo...
A quick note on Constellation Oil Services
Few things are more frustrating in investing than watching an investment thesis play out point by point while the stock price remains virtually unchanged, taking into account dividends.
Few things are more frustrating in investing than wat...
SED Energy Holdings Update
Post-call update
After losing the PTTEP bids in the Gulf of Thailand, SED Energy Holdings fell by around 15%. This decline comes on top of the stock’s previous slide from the NOK 9 level before the summer, although it is worth noting that...
Pareto Energy Conference Highlights (Part 2)
Let’s move on to part two of the highlights from the meetings held at the Pareto Energy Conference.
Let’s move on to part two of the highlights from the meetings held at the Pareto Energy Conference.
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The writers behind this newsletter.
Everything about shipping and the oil market
I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%
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