Cheniere Energy (LNG) — The Toll Road That Geopolitics Just Made More Valuable
The Business in Simple Terms Cheniere operates the largest LNG export terminals in the US — Sabine Pass and Corpus Christi. They liquefy natural gas, load it onto tankers, and ship it to buyers in Europe and Asia under long-term contracts.Read more
A case for USD $14.81 per share based on book value. Be warned, this is a micro-cap dependent on a single mine.
Company Overview Scully Royalty Ltd. (NYSE: SRL) is a Shanghai-based holding company (incorporated 2017, formerly MFC Bancorp Ltd.) with roots dating back to 1956.Read more
A case for CA$31.80 (undiluted), aka 8,616% upside from CA$0.37 (an 86 bagger!).
Excellon Resources Inc. is a Toronto-based mineral exploration and development company focused on silver and gold projects in Peru, the United States, and Germany.Read more
Analysts Lift Qatar National Bank Price Target After Digital Expansion and Stronger Revenue Outlook
Qatar National Bank could get a lift as Qatar’s energy build-out and push into new industries drive more demand for loans and other banking services. But investors may want to watch how new global tax rules, shifting interest rates, and exposure to politically unstable markets could squeeze profits.Read more
