Good Times Restaurants Inc.

Cheniere Energy Inc

VERMILION ENERGY INC.

Tomorrow, several companies we cover will be reporting, and our entire team will be providing coverage throughout the day:

- Good Times Restaurants,
- Cheniere
- Intred
- Vermilion Energy
- Sanlorenzo

Today, Ferretti Group, the super-luxury yacht company that recently had its IPO in Italy, reported very good results, which we also shared here:

Ferretti Group just reported 1H23 results, which are quite good: €580MM Revenue, 14.7% EBITDA margin (up 120bp), Net profit €40.9MM (up 36.9% YoY).
Some comments:
- Confirms mid-term guidance
- €320MM net cash,
- Growth in APAC and Super-yacht segment
- €83.5MM Capex spent mainly on the acquisition of Ravenna shipyard.

We have the theses for all these companies on our website and Substack if you want to take a look

Ferretti Group results $YACHT.MI (Italian luxury yachts) + tomorrow coverage $GTIM $LNG $VET $SL.MI $INTD.MI

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