AWE: same but different
AWE has failed to translate asset value into cash returns and, worse, failed to engage with buyers who may do better.
Is it time to buy oil stocks? Pt 3
There are a few ways to get oil exposure. Here, we look at one smaller producer, a cracking small cap idea and the best big oil exposure on the market.
AWE's sweet asset sale
Amid crashing oil prices, AWE has sold its Sugarloaf oil field for an astonishing price.
AWE: Interim result 2015
Once more, AWE has reported decent production and lousy results. It's time to look at this business afresh.
AWE: Interim result 2014
The results weren't quite as impressive as they first appeared but improvements are coming, says Gaurav Sodhi.
AWE on sale
The disposal of part of its stake in the BassGas project sheds light on AWE's value and shows our investment case remains on track.
AWE rejects takeover offer
A low-ball bid for AWE highlights what we have long advocated: AWE is cheap. Gaurav Sodhi restates the case.
AWE: Result 2013
You wouldn't see it in this result but AWE is developing decent projects to reverse a long decline in its production.
AWE: BassGas costs balloon (again)
Gaurav Sodhi explains whether a second cost blowout at BassGas affects this long-standing, and so far poorly performing, recommendation.
AWE: Shopping for barrels
After a bad run with the drill bit, AWE is shopping for reserves growth. Gaurav Sodhi takes a look to see what’s in the trolley.
AWE's shale transformation
The revolution that has transformed the American energy market has reached AWE. Shale gas is here, AWE has it and no one has noticed.
The case for LNG part II
In part one of this series, we argued that the race to switch from coal to gas was on. Now Gaurav Sodhi looks at which stocks can help you profit from it.
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