We are actively preparing to scale our energy plays - with a specific focus on hte Offshore drilling... and have picked a few good names.
We called Lithium, REE, and we also called offshore drilling.
After a decade of capital destruction, offshore drilling presents a classic capital cycle opportunity. With rationalized supply, oligopoly formation, and valuations reflecting extreme pessimism, the sector offers a rare, asymmetric risk-reward profile for patient investors.
our plays: $TDW (+8,9%) , $RIG (+1,6%) , $TALO (+4,18%) and several others.
read more on it below:
https://www.momentumx.capital/offshore-drilling-a-capital-cycle-renaissance-and-oligopoly-formation/
