Letters by company
Harbour Energy plc
2 letters discussing PMOIF. Everything written about it on this site is on its ticker page.
- Third Avenue Management Value Fund Q226 Third Avenue Value Fund added thyssenkrupp, exited Ayala and Compañía Sud Americana de Vapores, and argues that its restructuring can surface value from standalone businesses. The fund links takeover approaches for easyJet and Paltac to tangible assets, net cash and hard-to-replicate operating networks, while maintaining its offshore-energy thesis. Q226 +1.3% 8283 $2.5BESYJY $5.1BTKAMY $9B6856 $6.2B
- Massif Capital Fourth Quarter 2025 Letter to Investors Massif Capital retained Equinox Gold after selling G Mining Ventures, arguing that Equinox offers operational momentum, deleveraging and prospective capital returns. The strategy favors cash-generative European producers amid oil volatility and maintains a large copper allocation on constrained mine supply, thin inventories and policy-driven stockpiling. Fourth Quarter 2025 +9.6% EQNR $103BEQX $16BGMIN $10BLAR $1.1B
