Sherif Dweek’s Post

2024 Atlantic One Investment Summit Company Spotlight: Pine Cliff Energy Ltd. (TSX: PNE | OTC: PIFYF) On May 29-June 1, we’re thrilled to welcome a Canadian natural gas producing company, Pine Cliff Energy Ltd., to our 2024 Atlantic One Investment Summit in Mallorca, Spain. Under Phil Hodge's, President & CEO, leadership since 2012, the company has grown impressively, from 100 boepd to over 25,000 boepd, largely due to savvy counter-cyclical acquisitions. Its unique asset base features the industry's lowest production decline rate, enabling efficient production management with minimal capital investment and tapping into low-risk drilling opportunities. Learn more about Pine Cliff Energy Ltd., visit https://lnkd.in/gHfHYB7v Our team: Mathieu Giusti | Amie Lauder | Tetiana Konstantynivska | Michel Cornis Atlantic One Financial x Constanta Capital #2024MallorcaInvestmentSummit

In a market that poses challenges, a few standout shares from the ASX are making headway. 📈 #Boral, #FBR, #OriginEnergy, and #RegisResources are in the spotlight for their impressive performances in today's trading session. - Boral Ltd is buoyed by an enticing acquisition move with Seven Group Holdings. - FBR Ltd sees a spike as it starts trading in the adventurous OTCQB Venture Market. - Origin Energy secures a win with the acquisition of Yanco Delta Wind Farm. - Regis Resources capitalizes on rising gold prices, adding luster to its share value. What's driving their success? Strategic acquisitions, exploring international markets, renewable energy investments, and market-responsive commodity pricing are the cornerstones of these companies' current growth stories. 💡 As each of these companies navigate their unique trajectories, it's a reminder for investors to keep a keen eye on individual stock stories that could dictate the course of their portfolios. Stay ahead by staying informed. For more detailed insights, check out the full article: https://lnkd.in/gNxnm6Ph #ASX #StockMarket #Investment #RenewableEnergy #GoldMarket #MarketTrends #CorporateStrategy

Seize high-yield opportunities and stay ahead in groundbreaking investments. Johnson Capital Advisors, invite you to become part of our network, granting you premier access to exceptional, investment projects. Partnering with us means being first in line to uncover transformative opportunities long before they reach the broader market. From visionary startups to established industry leaders in real estate, oil & gas, technology and more, our diverse portfolio is designed for investors like you - strategic thinkers whose expertise can elevate these ventures to new heights. Wishing you a transformative and prosperous journey ahead. [email protected] #raisingcapital #developmentfunding #commercialrealestate #syndications #brokerdealers #equityinvesting #tradepaltform #venturecapital #sblc #growthcapital #familyoffice #mergeracquitision #mining #preciousmetals #financialadvisor #lineofcredit #realestatefinance #hotelinvestor #oilandgas #greenenergy #carboncredit #consultant #privatedebt #privateequity #offmarket #limitedpartner #equityinvestor #hospitality #mtn #ppp #opportunity #success#development #investing #assetmanagement #capitalmarkets #moneymanagement #patriarchy #bankingandfinance #structuredfinance #privateplacement #mergersandacquisitions #generalpartner #corporate #institutionalinvestor #energy #exploration #energyproduction #refining #storage #transportation #infrastructure #realassets #realestate

as LNG capacity grows at a furious pace, how will efuels like non-fossil LNG/eNG play by 2030? the denominator for renewables-driven fuel carriers, may rest on the industry's ability to sequester non-biogenic carbon competitively, against the mis-calculation of the singular focus on "neutral" or color-coded hydrogen. #oilgas #energy #management #bitcoin

Is market consolidation changing Upstream’s willingness for investment? That is the question addressed by Wood Mackenzie in an article published in February 2024, as shareholders are expecting high returns given the level of today’s oil prices. Indeed, mergers and acquisitions are mainly driven by short-term cash generation opportunities. However, as demand is increasing and its peak is expected by 2030 or later, the industry will certainly need to invest in new exploration assets and further develop existing reserves. Wood Mackenzie is estimating that US$500 billion will be invested in development and production in 2024. It would correspond to half of the level of investments incurred by the industry in 2014. Is the industry investing enough? To meet demand, companies may need to improve significantly their capital efficiency. However, Wood Mackenzie is pointing out that deepwater upstream investments could be key in order to reach future peak demand. The combination of deepwater investments and capital discipline seems hardly compatible and challenging as, for example, rig utilization rates are estimated to reach 90% in the coming years. Should we then consider that industry consolidation will be able to generate enough scale economies to sustain a supply increase at low cost? https://lnkd.in/dAzAH4dm

Join us at the Energy Capital Conference to hear from Benjamin Dell, Founder and Managing Partner at Kimmeridge, as he discusses "Doubling Down on Oil & Gas." Dell will share insights on Kimmeridge's evolution as a #privateequity manager with an activist strategy, leading the industry's push towards capital discipline and investor returns. Learn about Kimmeridge's recent moves, including Fund VI, increased stakes in Commonwealth #LNG, and investments in nature-based #CCS with Chestnut Carbon. Discover the factors behind industry #mergers that led to Civitas and Ovintiv, and gain valuable perspectives on the future of #oilandgas financing. Don't miss this opportunity to understand where the dollars will come from in the evolving #energy landscape. Register now to secure your spot for energy industry professionals and investors at this essential session. https://lnkd.in/gaAaUqdD #ECC24 #Energy #Finance #Investing #energyindustry #conference #dallas #networking #oilandgasevents #oilandgas #energyevents #energy #financing

Happy Friday... I wanted to provide a few quick updates on our Venture Global LNG IPO preparations: *Our operating model is ~75% done. Calcasieu is ~90% of the way there, followed by Plaquemines and CP2. We should have the model and preliminary valuation wrapped up by the end of next week. The key question: Will I be able to keep this under 30 tabs... ***Happy to share the excel w/ clients once ready*** *Our IPO prep deck has grown to ~45 pages. But don’t worry – this is a very easy to digest power point format (it will likely be another 20 – 30 once all is done). *We have a list of recommended management questions available for those who will be meeting w/ VG on the deal roadshows. *We have added a number of domestic (U.S.) and global projects (Australia + Qatar) to our peer analysis (focused on implied costs per tonne and several qualitative factors) with the release of our next deck. *There has been a ton of interest from clients on this transaction and we have had a lot of great discussions. Please reach out if you want to chat. Investors are primarily interested in positioning into the IPO (we have been getting a lot more questions on Cheniere Energy, Inc. on the heels of this btw) and the ongoing arbitration process at Calcasieu.    Here are links to the recent notes we published on VG available to clients on our website (https://lnkd.in/enB7MNzq) 1. Venture Global (VG) IPO: Keep an Eye on the Dual-Share Structure… Summarizing Articles of Incorporation and By-Laws 2. Venture Global (VG) IPO: Filing Details Revealed… Is Like Watching Paint Dry (Or Worse) 3. Venture Global (VG) IPO: Your Holiday Reading is Ready… Initial IPO Prep Deck 4. Venture Global (VG) IPO: Taking a Closer Look at the Assets & Implied Economics (Very Easy to Digest Format) 5. Venture Global (VG) IPO: Initial Feedback/ Questions/ Thoughts…   #energy #naturalgas #LNG #energytransition #capitalmarkets #oil As always, thank you for your support and interest!   Timm It's been a while since I rolled up my sleeves and built a model from scratch, but it's been a serendipitous experience (so far...)

#US oil major Chevron has launched its third and largest #venture #capital fund focused on #lowcarbon #technologies that it sees complementing its current and future businesses. #corporatestrategy #hydrogen #renewableelectricity #emergingtechnologies,

Venture Global LNG will begin formally pitching investors next week for its highly anticipated IPO, with the second-largest U.S. producer of liquefied natural gas aiming to secure a non-diluted valuation of as much as $110 billion, documents show. https://ow.ly/Qtg450UEVgB

Privatization Bid of Oilfield Services Firm STEP Fails. STEP and investor ARC Energy Fund 8 mutually terminated a deal under which the private equity fund would buy STEP's publicly issued shares. http://ow.ly/yAWk105VlU3