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Freight & Barrels

Freight & Barrels, Hugo Navarro
Tens of paid subscribers

Everything about shipping and the oil market

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PricingFreemiumPublishesTwice weekly
Issues20Founded3 months agoLast Issue13 days ago
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Latest Issues

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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.

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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...

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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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Pareto Energy Conference Highlights (Part 1)

The curtain falls on a Pareto energy conference that drew a larger crowd than ever before.

The curtain falls on a Pareto energy conference that drew a larger crowd than ever before. People often interpret that as a bad omen, but to a certa...

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A Merger That Creates One of Offshore's Cheapest Dividend Stories

Two of the cheapest names in offshore, both of which we cover here, are combining. SED Energy Holdings acquires 100% of Ventura Offshore in an all-share deal at an indicative ratio of 5.50 Energy Holdings shares per Ventura share, up to 605...

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  • Freight & Barrels

    Everything about shipping and the oil market

  • Hugo Navarro

    I help investors find undervalued companies that are largely overlooked by analysts. Returns: 2025: 64.3% | YTD: 6.82%

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