Our energy services picks are doing nicely in 2017, but it’s still early days for the recovery
The performance from our 4 energy services selections over this short period is all the more pleasing in the context of the PHLX Oil Service Sector (OSX) which is actually flat over the same period.
We referred to Thalassa Holdings (AIM:THAL) as both a recovery and deep value play, with a twist! We also commented how the current market capitalisation of this business implied zero value for its operating businesses WGP and ARL,…
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