Energy

New Hope Corporation is an Australian thermal coal producer with established export assets, strong cash generation, and very low leverage. The appeal lies in resilient operating quality and disciplined capital management, even as the sector faces a tougher long-term backdrop.

NESR supplies drilling, completion, and production services across the Middle East and North Africa. Revenue, cash flow, and balance-sheet strength have improved sharply, and its regional platform is benefiting from sustained national oil company spending.

Centrus Energy supplies enriched uranium today while building a rare U.S. position in HALEU, the fuel many advanced reactors are expected to need. That combination gives it unusual strategic relevance, even though current valuation already reflects a large part of the opportunity.

Liberty Energy provides hydraulic fracturing and related wellsite services across U.S. shale basins. The appeal comes from its strong operating position in completions and its expanding push into power and integrated services that could widen its long-term runway.

International Petroleum Corporation is a mid-sized oil and gas producer with core assets in Canada, Malaysia, and France. Its appeal rests on a sizable reserve base, past strong cycle profits, and room for earnings recovery if project execution and commodity conditions improve.

Helmerich & Payne is a leading U.S. land driller built around premium rigs, automation, and related services. Its market position and cash generation stand out, while the key question is how quickly stronger margins can return as drilling conditions improve.

Gulfport Energy is a U.S. natural gas producer centered on the Utica, Marcellus, and SCOOP. Strong margins, improving free cash flow, and a cleaner balance sheet make the company’s economics stand out, while the market still prices it with notable caution.