Posts by Andrew Stotz

Bright future of natural gas as a transition fuel, if Europe holds back Gazprom expansion, pivot to Asia, and domestic market still not fully penetrated yet.

Expansion to other industries as oil business matures, natural gas as transition fuel drives PTT’s organic growth, and attractive dividend yield despite rise in invested capital.

Scaling necessary to survive in thin-margin business, high oil price could offset gains from demand rebound, and growing environmental burden is a poison pill for margin.

Soaring energy prices in Europe lead to revenue explosion, green shift to stay competitive requires CAPEX ramp-up, and strong years ahead lead to attractive dividend yields.

Consolidation of manufacturing sites drives margin expansion, high single-digit industry growth mainly driven by Asia, and consistent value creation while peers struggle.