
Calvin Froedge


Portfolio update

Dumping my bags

Idea: Marine Builder

Sibanye Cash Flow Estimation
Marhelm content - weekly roundup

The Parex Update

Sasol - I think the bottom is in

GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue
Braskem Results - Improving Cashflow, Long Runway

Parex - Bad reaction, excellent numbers

Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater

Asymmetry - The Golden Age

Current investment allocations and outlook

Braskem - is there any hope?
