Emeria Pitch video is now live. You can find it on the Sarria website landing page and on the dedicated Emeria page.

Please find our unchanged analysis of Emeria here. 

We have been singing the song for some time, but following an initial short in the name were keen not to flip-flop from short to long in one transaction. Emeria is

Please find our updated analysis of Emeria here. 

On Emeria's website, Philippe (CEO) and Antoine (CFO) do not look particularly closely shaven. All the more ambitious then seems their pledge to keep

Emeria delivered solid operating performance, but very much underwhelmed with undiminished WC and thus lower liquidity than we had

We are excited to introduce a new feature to more readily deliver to you our top ideas at any time. We are not YouTubers, but we are now recording our ideas in short 2-5 minute videos, which you can find on our website right on top of the landing page. 

We are closing out our position in Emeria. Having lost two points and some carry, we are unwinding this position in line with timing originally outlined in our

Across the board, Q2 results were slightly stronger than expected, but not by a long way. We continue to see the company requiring fresh

Please find our initiation of Emeria here.

Sometimes the equity story is better than the credit story and so it is with Emeria. The roll-up strategy makes sense and from a shareholder’s view should