Research Tree provides access to ongoing research coverage, media content and regulatory news on SEACOR Marine Holdings Inc.
We currently have 0 research reports from 0
As midsummer’s day looms (where has this year gone?), there is greater optimism, in general, than may have been anticipated a few months ago. A post-pandemic, ‘vaccine-driven’ recovery demonstrated by increased consumer spending as lockdown measures are lifted has been one of the catalysts. The FTSE 100 has been range-bound in the last month 6,900-7,100. We have seen a combination of broadly positive company results across a range of sectors, further examples of M&A activity and a sequence of ne
Companies: AMYT ARBB ARW BAG BEG BONH BWNG CWK DNK EML EPWN FBD FA/ GPH GSF GNC HUW IGC INSE KAPE KP2 MMAG NRR NESF OTMP ROL RUA SEN SUR TON TOU TXP TGL VLS WINK
Diversified Energy Company (DEC) has announced the acquisition of certain upstream assets and related facilities from Indigo Minerals LLC and Blackbeard Operating LLC for a combined gross purchase price of US$315m (US$281m net). The acquisitions are the first for the Company outside of the Appalachian Basin, in a newly identified Central Regional Focus Area (RFA), incorporating the producing areas within Louisiana, Texas, Oklahoma and Arkansas. The new RFA provides many of the same opportunities
Companies: Diversified Energy Company PLC
Beowulf Mining* (BEM LN) – Fennoscandian awarded €791k from Business Finland
Botswana Diamonds (BOD LN) – Drilling at Thorny River likely to resume in August
Condor Gold* (CNR LN) – Infill drilling underway at Mestiza
Greatland Gold (GGP LN) – Drilling continues to expand Havieron
Kavango Resources (KAV LN) – Drilling to commence at KSZ
Mkango Resources* (MKA LN) – Mkango amplifies its plans for a rare earths separation plant in Poland
Thungela Resources (TGA LN) – Chinese prioritisation o
Companies: MKA TGA BEM BOD CNR GGP KAV
Calima Energy (CE1 AU)C; Target of A$0.035 per share: Increasing investment and production outlook - Production at the end of May was 3,100 boe/d with a further eight wells expected on stream by YE21. This level of production is above forecast and reflects the strong performance of the drilling at Brooks. Calima is increasing its capex programme from C$17 mm to C$20 mm with two new wells being added to the FY21 drilling programme (exc
Companies: XOM XOM SQZ PTR MAHAA JSE FEC EQNR EQNR CNE CNE CE1 88E PEN PEN GPRK GPRK
In a significant update, Sound has announced that it has entered into an SPA with Schlumberger to acquire its full 27.5% working interest in Eastern Morocco. On completion, the transaction significantly increases Sound's discovered and undiscovered resource position in the region, ahead of ramping up its transformational phased development strategy at Tendrara. Upon securing the funds following the signing of a previously announced deal with Afriquia Gaz, the Company will remain fully funded for
Companies: Sound Energy plc
The UK market showed a continued recovery in the first quarter albeit the indices are still well short of their all-time peaks, unlike many of their international peers. The FTSE 100 has risen by 1,186 points (21.4%) since the end of October and the FTSE 250 by 4,304 points (25.0%). The comparable performance since the start of the year is less spectacular- the FTSE 100 has risen by 253 points (3.9%) and the FTSE 250 has risen by 1,070 points (5.0%). The factors behind the sustained rally are fa
Companies: AMYT ARBB CEG BAG BVC BEG BONH BLVN BRSD CML CWK CRPR EYE ECHO FDM FAR FA/ GPH GSF HUW INSE JDG KAPE KP2 MACF MPAC MNZS NESF NBI OTMP OBD PREM QFI RUA SCS SEN SOS SUR TON TOU TXP TGL TCN UEM VLS WYN
Thor Mining today announces that it is beginning its drilling at Alford East (Thor earning an 80% interest). The 2,000m diamond drill program will focus on the northern portion of the Alford East copper gold deposit around the Netherleigh Park and AE5 mineralised domains. These will test the depth extent (previous drilling often stopped in mineralisation) and any strike extension of the known resource. Thor will also take time to understand the ground water characteristics (pH and chemistry)
Companies: Thor Mining PLC
Bastion Minerals+ (BMO AU) – Rock chip assays
Bushveld Minerals* (BMN LN) – Vanadium prices rise in China to ~$37/kgV
Caerus Mineral Resources (CMRS LN) – Completion of acquisition in Cyprus
Cornish Metals*+ (CUSN LN) – Tin prices continue to rise following MSC suspension
Nordgold - IPO is being priced at $5.1-6.6bn equity value
Companies: CUSN BMN CMRS BMO
Oil posted its third straight weekly rise on improving demand, with the International Energy Agency warning the market will need extra supply next year.
Futures in New York rose 1.9% this week, extending its rally to the highest settle since October 2018. The IEA said that OPEC and its allies will need to lift output to keep the market adequately supplied, though the agency predicted demand will not reach pre-virus levels until late 2022.
Meanwhile, road traffic in the US and much of Euro
Companies: FO 88E DEC EME GTC TRIN UOG
Scirocco Energy (AIM: SCIR), the AIM investing company targeting production and development opportunities within the European energy market, announced a proposed investment into Energy Acquisitions Group Ltd ("EAG"), a specialist acquisition and operating vehicle in the sustainable energy sector. The company indicated its investment of £1.2 million will be funded from current cash resources. The investment represents the first investment as part of the Company's revised strategy that targets opp
Companies: Scirocco Energy PLC
• Gas demand in Tanzania continues to be very high with YTD production averaging 80.3 mmcf/d, well above last year (58.1 mmcf/d). While gas demand is normally low during 2Q (because of hydro), we estimate 2Q21 production at ~75 mmcf/d.
• As a result, Wentworth is increasing its production guidance for 2021 from 65-75 mmcf/d to 75-80 mmcf/d.
• At the end of May, Wentworth held US$21.5 mm in cash and no debt. This is close to our expectations of US$21.4 mm at the end of June. This also implies th
Companies: Wentworth Resources PLC
Companies: Hurricane Energy Plc
Given the stellar performance of PGM prices, it is no surprise that Sylvania have achieved another record quarter with EBITDA of $58.7m and cash balance increasing 52% to $102.1m. Annualising this past quarter, the stock trades on a ridiculously cheap EV/EBITDA of 1.5x. Production of 17.4koz was inline with expectations and guidance of 70koz for the year remains in place. We remain very comfortable on rhodium on a five-year view (see here) and expect the abnormal cashflows to continue (30% FY22
Companies: Sylvania Platinum Ltd.
Today's news & views, plus announcements from AUTO, HLMA, CPI, CMCX, GCP, MTO, AEX, ITM, MMAG
Companies: AEX Gold, Inc.