Decoding Chevron’s 2025 Investor Day
Chevron’s 2025 Investor Day outlines a strategy to 2030 focused on cash flow, returns, and resilience. Key targets include >10% annual FCF/EPS growth, 2–3% production growth, disciplined capex, and a >3 pp ROCE boost. This analysis reviews each target, assesses plausibility, and highlights execution risks and opportunities.
Uranium Bull Market Reloaded: Cameco’s Triple‑Lever Play Across the Fuel Chain
Cameco isn’t just mining uranium - it’s controlling the full nuclear fuel chain. From low-cost uranium production to fuel fabrication and now reactor technology through Westinghouse, the company is positioned to deliver stable cash flow and long-term growth. Explore how Cameco’s vertical integration, contract-backed earnings, and massive reserve base create near-term resilience and medium-term upside for investors in the evolving nuclear energy market.
Decoding ExxonMobil (XOM) in 2025
Explore ExxonMobil’s latest strategic moves in 2025, including a significant workforce reduction and operational restructuring. This analysis covers cash flow trends, revenue dynamics, capital expenditures, shareholder returns, and debt management - offering investors a clear view of XOM’s resilience and future potential in a shifting oil market.
Why Santos was always a Risky Target - Leak or No Leak
The Darwin LNG leak grabbed headlines, but the real story is Santos’ shaky fundamentals. From cash that never sticks, to a balance sheet propped up by dilution, to high-risk projects and a declining domestic sector, Santos was never an acquisition prize. Here’s why any buyer would be stepping into a treadmill, not a growth story.
Decoding Chevron’s 2023 Investor Day
As part of our Decoding Investor Day series, we turn to Chevron’s 2023 Investor Day. We unpack the bold promises on growth, capital discipline, and shareholder returns — and test whether the pivot to acquisition-driven scale has strengthened the story, or simply raised the execution bar.
Decoding Shell’s 2025 Capital Markets Day
As part of our Decoding Investor Day series, we examine Shell’s 2025 Capital Markets Day. We break down the promises, test the numbers, and evaluate whether the company’s strategy is built to last or at risk of overpromising.