Energy Italian Community

this is my personal 3y future value

Key Takeaways Structural shifts toward decarbonization and alternative fuels threaten long-term demand and earnings for d'Amico, despite benefits from its modern fleet. Regulatory and market pressures could increase financing costs and bring risks of fleet oversupply, challenging both profitability and asset values.

Key Takeaways d'Amico's modern, eco-efficient fleet and prudent capital strategy position it to significantly outperform peers as regulations and fleet shortages drive up rates and asset values. Long-term global energy trade shifts and constrained new vessel supply set the stage for sustained high utilization, supporting strong shareholder returns and market revaluation.

Key Takeaways Decarbonization trends and ESG pressures are weakening Tenaris's long-term prospects by eroding demand and limiting access to capital. Intensifying competition, industry overcapacity, and volatile input costs threaten profitability, increasing earnings uncertainty and exposing the company to margin pressure.

Key Takeaways Tenaris' entrenched customer base, technical leadership, and advanced digital services provide growth visibility, resilience in downturns, and increasing recurring high-margin revenues overlooked by consensus. Strong financial flexibility supports accelerated shareholder returns and strategic investments to capture future demand, amplifying earnings regardless of market cycle volatility.

Key Takeaways Saipem is poised to outperform market expectations due to accelerating demand for energy transition projects and strong growth in high-margin, de-risked contract portfolios. Robust operational improvements and strategic alliances position the company to sustain earnings expansion, market share gains, and financial flexibility for future growth initiatives.

Key Takeaways Reliance on shrinking oil and gas markets and exposure to complex, high-risk contracts threaten margin stability and long-term growth. Rising competition, client bargaining power, and ESG pressures are likely to erode profitability and limit future capital access.

Key Takeaways Expansion into energy transition and digitalization is driving higher-margin, diversified revenue streams and greater operational efficiency. Risk reduction in core business and stronger industry partnerships are enhancing earnings stability and long-term revenue visibility.

Key Takeaways Strategic LNG expansion and diversification strengthen Eni's positioning and earnings resilience amid global energy transition shifts. Growth in biorefining, sustainable mobility, and active portfolio optimization drive higher margins, strengthen cash flow, and support shareholder returns.