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Idea: Marine Builder

Idea: Marine Builder

lock-1 By Calvin Froedge 11 Sep 2024
Sibanye Cash Flow Estimation

Sibanye Cash Flow Estimation

lock-1 By Calvin Froedge 11 Sep 2024

Marhelm content - weekly roundup

lock-1 By Calvin Froedge 08 Sep 2024
The Parex Update

The Parex Update

lock-1 By Calvin Froedge 29 Aug 2024
Sasol - I think the bottom is in

Sasol - I think the bottom is in

lock-1 By Calvin Froedge 20 Aug 2024
GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue

GeoPark - COP devaluation drives tax surprise, but strong shareholder returns continue

lock-1 By Calvin Froedge 16 Aug 2024

Braskem Results - Improving Cashflow, Long Runway

lock-1 By Calvin Froedge 09 Aug 2024
Parex - Bad reaction, excellent numbers

Parex - Bad reaction, excellent numbers

lock-1 By Calvin Froedge 02 Aug 2024
Updates from this week - Vale, Braskem, GeoPark, and Sibanye Stillwater

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

lock-1 By Calvin Froedge 27 Jul 2024
Asymmetry - The Golden Age

Asymmetry - The Golden Age

lock-1 By Calvin Froedge 19 Jul 2024
Current investment allocations and outlook

Current investment allocations and outlook

lock-1 By Calvin Froedge 12 Jul 2024
Braskem - is there any hope?

Braskem - is there any hope?

lock-1 By Calvin Froedge 05 Jul 2024
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Calvin's Thoughts

Thoughts, stories and ideas.