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Updated Equity Research: Kosmos, NewPrinces, Catana, IWB
MORAM Capital
Apr 12
12
1
NewPrinces - Is the Investment Case Broken?
Updated Equity Research
Apr 5
16
2
March 2026
Equity Research Updates on Sky Harbour, Corporación América, Golar LNG & Fortress Infrastructure
MORAM Capital
Mar 29
12
1
Golar LNG, NextDecade and Venture Global after Ras Laffan (Qatar) attack + NFE Restructuring Deep Dive
Earthquake at the foundations of the LNG industry
Mar 22
13
2
New Fortress Energy - Restructuring Deep Dive
A Trojan Horse
Mar 22
•
MORAM Capital
4
1
Equity Research Updates on NewPrinces, Kosmos, IDT & Solaria
MORAM Capital
Mar 15
10
1
Equity Research Updates on 5 Interesting situations
Excelerate Energy, Kosmos Energy, TISG, Campari and SKY Harbour
Mar 8
15
1
Golar LNG - Updated Equity Research
All set for a historic 2026
Mar 1
11
4
February 2026
Sky Harbour - Initial Equity Research
Priced to Perfection or Room to Run?
Feb 22
11
2
Deep dive into the new Transocean (after Valaris M&A)
A Transformational Acquisition Unlocking Equity Potential
Feb 15
7
1
WebBeds - A Potential Event-driven Opportunity
The fast-growing Australian competitor of HBX Group (HotelBeds)
Feb 11
•
MORAM Capital
1
2
HBX Group (Hotelbeds) - Initial Equity Research
From LBO leverage to a cash-generative platform
Feb 8
•
MORAM Capital
11
2
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