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SHEL logo
Shell

A fully integrated LNG business seems to be ignored by the market.

Key Investment Themes: LNG Hegemony and Arbitrage Machine: With an LNG portfolio exceeding 60 million tons and unparalleled trading capabilities, Shell is the company that benefits most from the volatility in the global gas market. Economic growth in Asia and energy security concerns in Europe will increase LNG demand by over 50% by 2040.Read more

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UK£35.51
7.7% undervalued intrinsic discount
Fair Value
Revenue
4.8% p.a.
Profit Margin
7%
Future PE
13.5x
Price in 2031
UK£49.96
TKMS logo
TKMS & Co KGaA

European submarines are too exposed

About the author I am an investor from Central Europe, focusing on the European defense industry, suppliers of parts, chemicals, energy, construction, and distribution networks; in short, I deal with everything related to the rearmament of the European part of NATO. Why pay attention to European defense companies?Read more

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€120
29.3% undervalued intrinsic discount
Fair Value
Revenue
N/A
Profit Margin
8.8%
Future PE
47.38x
Price in 2029
€0