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(Idea) Chemours - Jon's Favorite Capital Cycle Investment Idea
By: Jon Costello
Nov 16
•
HFI Research
6
(Public) Mach Natural Resources Enters The Buy Zone
Please read our previous article on MNR for context.
Nov 13
•
HFI Research
8
(Idea) Kronos Worldwide
By: Jon Costello
Nov 7
•
HFI Research
7
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(Idea) Transocean Is Looking More And More Attractive
Aug 6
•
HFI Research
16
3
1
Big Macro: Long-Term Bull Thesis On Metallurgical Coal
Jun 28
•
HFI Research
9
2
(Public) Valaris - Contract Win Validates The Bull Thesis
Jul 7
•
HFI Research
40
4
(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources
Oct 18
•
HFI Research
12
(Idea) Suncor Delivers Another Stellar Quarter
Aug 7
•
HFI Research
12
1
1
(Idea) Sable Offshore And The Latest Drama
Sep 3
•
HFI Research
and
Ben Kelleran
11
2
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(Macro) A Titanium Dioxide Market Recovery Appears Imminent
By: Jon Costello
Nov 7
•
HFI Research
5
(Idea) Tronox
By: Jon Costello
Nov 1
•
HFI Research
8
(Macro) The Chemical Sector Overview
Editor’s Note: This is just a high-level overview of the space.
Oct 31
•
HFI Research
4
1
As The Market Advances To New Highs, It's Prudent To Hold Cash
By: Jon Costello
Oct 26
•
HFI Research
8
(Idea) Logan Energy: The Growth Story Remains Intact
Editor’s Note: Ideas from HFI Research is a separate paid subscription service.
Oct 24
•
HFI Research
6
1
(Idea) Sable Offshore - The End
The end is here for Sable.
Oct 24
•
HFI Research
8
(Idea) Met Coal Recovery Update - Impact On Warrior Met Coal And Alpha Metallurgical Resources
By: Jon Costello
Oct 18
•
HFI Research
12
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A subsidiary of HFI Research. Jon Costello is the author of all the reports.
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