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Serica Energy PLC: North Sea Cash Flows and Dividend Yield Back a Buy View

Serica’s strategy has been built around acquiring high-quality producingAssetsin mature basins at attractive valuations, extracting operational value through efficient management and disciplinedInvestment, and returning significant cash to shareholders through a highPayout Ratio. The combination of producing scale, infrastructure ownership and operational expertise has positioned …

Ankur Sharma | 25 May 2026

Shell PLC: Global Energy Scale and Cash Flow Strength Support a Buy Rating

BusinessOverviewShell PLC is among the largest integrated energy companies in the world, with a fully diversified portfolio that spansUpstreamoil and gas, integrated gas and liquefiedNatural Gas, refining and chemicals, retail fuels and lubricants, and a growing renewables and energy-solutions arm. The group operates in …

Ankur Sharma | 25 May 2026

VAALCO Energy Inc: Production Growth and Dividend Appeal Back a Buy View

BusinessOverviewVAALCO Energy Inc is an independent oil and gas producer focused on Africa, with operatingAssetsin Gabon, Equatorial Guinea, Egypt and Côte d’Ivoire. The company is dual-listed on the New York Stock Exchange and theLondon Stock Exchange, providing investors with access via either market. VAALCO’s …

Ankur Sharma | 25 May 2026

Hilton Food Group PLC: Food Solutions Scale and High Yield Appeal Support a Buy Rating

Hilton Food Group PLC (LSE: HFG) is a leading international food packing andSupplychain solutions business, providing meat, fish, seafood, vegetarian and easy-to-cook prepared products to major grocery retailers and foodservice operators across Europe, Asia Pacific and beyond. The group operates a long-termPartnershipbusiness model, working …

Ankur Sharma | 25 May 2026

Hunting PLC: Energy Services Demand and Order Book Recovery Back a Buy Case

Hunting has been actively reshaping its portfolio toward higher-Margin, higher-value products and services. The OCTG premium connections business, the perforating systems business and the advanced manufacturing capabilities represent particularly strong growth platforms. In addition, the company has been expanding into adjacent sectors including subsea, …

Ankur Sharma | 25 May 2026

Ithaca Energy PLC: North Sea Asset Strength and High Yield Potential Back a Buy Case

BusinessOverviewIthaca Energy PLC is one of the largest independent oil and gas producers focused on the UK Continental Shelf, with a portfolio of interests in many of the most significant producing fields in the UK North Sea. The company’s asset base spans operated and …

Ankur Sharma | 25 May 2026

ITM Power PLC: Hydrogen Technology Opportunity Supports a Buy Rating

BusinessOverviewITM Power PLC is a UK-headquartered designer and manufacturer of proton exchange membrane (PEM) electrolysers used to produce green hydrogen from renewable electricity. The company is one of the few pure-play electrolyser manufacturers listed in Europe, with aManufacturingFacilityin Sheffield and a growing global commercial …

Ankur Sharma | 25 May 2026

Kosmos Energy Ltd: Offshore Exploration Upside and Production Growth Support a Buy Case

Kosmos is dual-listed on the New York Stock Exchange and theLondon Stock Exchange, providing investors with access via either market. The company’s portfolio combines mature producingAssetsthat generate substantial free cash flow with development projects that drive medium-term growth. The Tortue LNG project, developed in …

Ankur Sharma | 25 May 2026

Repsol SA: Refining Strength and Energy Transition Strategy Back a Buy View

BusinessOverviewRepsol SA is a leading global integrated energy company headquartered in Spain, with operations spanningUpstreamoil and gas production,Midstreamlogistics, world-scale refining andPetrochemicals, retail fuels and lubricantsMarketing, and a fast-growing renewables and customer-energy business. The company operates a series of large, complex refineries across Spain and …

Ankur Sharma | 25 May 2026

Gulf Keystone Petroleum Ltd: Kurdistan Asset Potential and Cash Generation Support a Buy Rating

BusinessOverviewGulf Keystone Petroleum Ltd is an independent oil and gas company focused on the Kurdistan Region of Iraq, where it operates the Shaikan field, one of the largest discoveries in the region. The company has been a pioneer in Kurdistan exploration and development, with …

Ankur Sharma | 25 May 2026

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