• Milestone Group – Under the radar opportunity to benefit from blockchain – Buy

    November 26, 2017 | Posted by

    Milestone Group (MSG) has been a serial disappointer in terms of share price performance, falling from a recent peak of 1.535p in October last year to the current 0.27p. The collapse was as a consequence of a botched placing, underwritten by City of London Markets (and which we still await news as to recovery or, […]

  • Align business model clarification

    November 23, 2017 | Posted by

    Following a number of comments on various social media forums this week reference Align Research and its approach and, where it seems there are a number of misconceptions as to our business model, we hereby clarify our mandate to ensure that there is no misunderstanding within the market place. First of all, Align’s mandate is […]

  • Wishbone Gold – Align interviews Chairman/CEO Richard Poulden

    November 9, 2017 | Posted by

    Zak Mir talks with Richard Poulden, Chairman/CEO of Wishbone Gold. Click the play button below to listen to the interview. https://zakmir.files.wordpress.com/2017/11/wsbn.m4a Key points addressed: Explanation of what is an artisanal miner. African expansion plans. Differences between other gold companies explained. Global application possibilities including Australia and South Africa. Business model pioneered by Glencore predecessor Marc […]

  • Pathfinder Minerals – New Speculative buy call offering a rare asymmetric risk/reward profile

    November 4, 2017 | Posted by

    By Richard Jennings Regular followers of us at Align will know that our primary investment method is to alight upon deep value situations where we perceive asymmetric risk/reward structures. Some go very well such as ITM Power, Genel Energy, Silence Therapeutics, Gulfsands Petroleum, Anglo American etc and others not so well, principally Providence Resources (one […]

  • US Generic pharma plays – Teva, Endo & Valeant – an abject lesson in capitulation

    November 2, 2017 | Posted by

    By Richard Jennings Everybody dreams of buying a stock at the low and selling at the high. When looking at a historic chart this always seems so simple in hindsight. Reality is somewhat different. Indeed, many stock commentators will tell you that it is foolish to try and pick a bottom (“brown fingers and all […]