- for speed listening, go to the settings wheel on the bottom right of the video and choose playback speed - after a few seconds, the video quality improves.

Intro Capital and Legal Structure - 7 Oct 24

Summary and Description - 7 Oct 24

Investment Discussion - 7 Oct 24

Investment Discussion - 7 Oct 24

SARRIA News -INTU
Consolidated Energy – Looking for an improvement
Aengus McMahon
Consolidated Energy – Looking for an improvement
Aengus McMahon

Please find our slightly updated analysis here.

The 24Q3 results from Consolidated Energy (CEF) continue to improve as disrupted quarters in 2023 runoff from the LTM numbers. However, the fourth quarter did

Aengus McMahon
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Consolidated Energy - comment
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OCI selling its methanol business to Methanex means ownership of the Natgasoline JV (operated by CEL) is under discussion. The Natgasoline plant cost around

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Aengus McMahon
Consolidated Energy - comment
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Acquiring a field from Venezuela is still in the early stages. It would require export waivers from the US (the ultimate destination of much of

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Consolidated Energy – Peering into the mist - Initiation
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Consolidated Energy – Peering into the mist - Initiation
Aengus McMahon

Please find our analysis here.

Consolidated Energy has had a terrible run of luck operationally but has well-invested assets and should see significant improvements in cash flow over

Aengus McMahon