It’s the end of 2025, and other than the holidays and new year celebrations, the end of December is also the time for last minute tax moves and portfolio rotation ahead of the coming year. I continueWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. He ...

I have been involved in investing for the last 10 years, having studied a finance undergraduate, followed by a Master's in international finance, and finally getting the CFA designation. My current job focuses on advising Ultra High Net Worth individuals on how to construct their long-term portfolios, as well as any tactical deviations given the prevailing market conditions. I am also a financial consultant for a medium size leasing company on how to structure debt offerings, as well as advising on the viab ...

Donovan Jones is an IPO research specialist with 15 years of experience identifying opportunities for high quality IPOs.He also leads the investing group IPO Edge, which offers actionable information on growth stocks through first-look IPO filings, previews on upcoming IPOs, an IPO calendar for tracking what’s on the horizon, a database of U.S. IPOs, and a guide to IPO investing to walk you through the entire IPO lifecycle - from filing to listing to quiet period and lockup expiration dates. Learn moreAnaly ...

Roberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy-level work includes the development of national SOE financing guidelines and framework for channeling private capital into affordable housing stock. Roberts is a CFA Charterholder, ESG inves ...

Join us today to have access to our portfolio, watchlist and live chat. Members get the first look at all publications and even exclusive articles not posted elsewhere.Check out Cash Builder Opportunities , where we provide ideas about high-quality and reliable dividend growth ideas. These investments are designed to build growing income for investors. A special focus on investments that are leaders within their industry to provide stability and long-term wealth creation. Along with this, the service provid ...

Join us today to have access to our portfolio, watchlist and live chat. Members get the first look at all publications and even exclusive articles not posted elsewhere.Check out Cash Builder Opportunities , where we provide ideas about high-quality and reliable dividend growth ideas. These investments are designed to build growing income for investors. A special focus on investments that are leaders within their industry to provide stability and long-term wealth creation. Along with this, the service provid ...

At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!We are currently offering ...

公司业绩发布与财务说明 - 西班牙广播系统公司举行2025年第三季度业绩电话会议 [1] - 公司讨论中涉及非公认会计准则财务指标 认为调整后的OIBDA有助于评估其电台在考虑资本结构和处置相关成本费用之前的业绩表现 [4] - 调整后OIBDA的计算口径为 在扣除折旧摊销 资产处置损失 减值费用及其他运营费用 并排除非现金股权激励费用之前的运营收入 [4] 前瞻性陈述与法律声明 - 电话会议中的部分陈述属于前瞻性陈述 受1995年《私人证券诉讼改革法案》约束 [3] - 前瞻性陈述包括关于公司当前战略举措未来预期成果的声明 [3] - 公司声明许多重要因素可能导致实际结果与前瞻性陈述存在重大差异 且公司无义务公开更新或修订其前瞻性陈述 [3]

I analyze oil and gas companies like Peyto and related companies in my service, Oil & Gas Value Research, where I look for undervalued names in the oil and gas space. I break down everything you need to know about these companies -- the balance sheet, competitive position and development prospects. This article is an example of what I do. But for Oil & Gas Value Research members, they get it first and they get analysis on some companies that is not published on the free site. Interested? Sign up here for a ...

公司特定事件与策略 - Peyto勘探开发公司从Repsol收购的资产中继承了一口在Bluesky地层已钻探但未完成的井 这口井的生产表现远高于平均水平 但由于成本原因直到最近才实现投资回收 这凸显了在加拿大阿尔伯塔省产量最高的井未必是成本效益最高的井 [1] - 公司基于此经验重新规划并钻探了两口成本效益高的Bluesky地层井 这两口井在回报率方面表现极高 [1] - 公司是极少数会以任何形式报告钻井活动实际结果的企业之一 需要指出的是 钻井活动中部分井属于试验性或用于划定储层边界的评价井 并非所有井都是相对而言的“稳赚”项目 [3] 行业洞察与管理实践 - 行业技术进步使得低成本生产成为可能 并很大程度上消除了对干井的担忧 在非常规业务兴起的背景下 首要问题已不再是猜测石油是否存在 而是更多关于成本效益和回报 [4] - 大多数公司关于单井回报的报告依赖于制作演示文稿时所使用的假设 如上文所示 实际结果其实“千差万别” [4] - 许多投资者关注那些高产井并假设其具有成本效益 但Peyto的管理层是少数会报告一口因高成本直到最近才回收投资的高产井情况的管理团队 对于大多数管理层而言 单井成本数据都难以获得 更不用说单井的投资回收情况了 [2] 核心经营理念 - 成本控制与提高产量速率同等重要 这是12月总裁通讯指出的关键点 [2]