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Big Macro: Long-Term Bull Thesis On Metallurgical Coal
By: Jon Costello
Jun 28
•
HFI Research
8
(Public) Strathcona Resources - Our Favorite Name For The Incoming Multi-Year Oil Bull Market
Editor’s Note: This article was first published to HFI Research and Ideas From HFI Research subscribers on May 17, 2024.
Aug 14, 2024
•
HFI Research
8
1
(Idea) Western Midstream Partners
One Of The Most Attractive Total Return Opportunities In Energy Today.
10 hrs ago
•
HFI Research
7
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(Idea) Transocean Is Looking More And More Attractive
Aug 6
•
HFI Research
16
3
(Public) Valaris - Contract Win Validates The Bull Thesis
Jul 7
•
HFI Research
40
(Idea) Suncor Delivers Another Stellar Quarter
Aug 7
•
HFI Research
12
1
(Idea) Sable Offshore And The Latest Drama
Sep 3
•
HFI Research
and
Ben Kelleran
11
(Idea) Buy Valaris
Mar 19
•
HFI Research
6
(Idea) An Important Update On Calumet
Aug 27
•
HFI Research
11
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(Idea) Sable - The Final Stretch (Part 2)
I can’t believe I’m doing a part 2 already, and it’s only been 4 days, but here we are.
Sep 30
•
HFI Research
10
(Idea) Sable - The Final Stretch
I broke my promise.
Sep 26
•
HFI Research
6
(Idea) Hess Midstream - A Potential Acquisition Target For Chevron
On September 18, Hess Midstream, LP (HESM) announced a reduction in its financial and operational guidance for 2025, 2026, and 2027.
Sep 26
•
HFI Research
6
(Idea) Transocean’s Equity Offering Raises Important Questions
On September 5, I published an article explaining why I was switching a portion of my Valaris (VAL) holdings for Transocean (RIG) shares.
Sep 26
•
HFI Research
10
(Idea) Tamarack Valley Energy Completes The Brilliant Pivot
By: Jon Costello
Sep 21
•
HFI Research
5
Jon Makes The Bear Case For Natural Gas
By: Jon Costello
Sep 17
•
HFI Research
3
(Idea) Last Update On Sable Offshore
I am hoping that this will be our last and final update on Sable Offshore.
Sep 14
•
HFI Research
8
1
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Ideas from HFI Research
A subsidiary of HFI Research. Jon Costello is the author of all the reports.
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