• Open letter to Tony O’Reilly Jnr ahead of PVR’s AGM

    May 21, 2017 | Posted by

    Dear Tone Sadly (or not so for you no doubt) I am unable to attend this year’s AGM. In the absence of my physical presence I pose a number of questions to you: Given your infamous statement last year that following the rescue capital raising you were “to conclude the Barryroe farmout by year end […]

  • Global Resources Investment Trust – value realisation horizon nears

    May 19, 2017 | Posted by

    The release of GRIT’s final results for the year ended 2016 on Friday 28th April per HERE was largely an academic exercise. Following the restructuring of the company as detailed in the circular of December last year the company is now focused upon the creation of value within its remaining major constituent companies which include Anglo […]

  • DRYSHIPS – Point of max bearishness reached

    May 19, 2017 | Posted by

    We last wrote about DRYS here following 2 previous successful calls on the stock. The last one was not however prescient as the company continued to dilute and carry out yet another reverse split sending the stock into another tailspin. However, the company now sits at a discount to book value of near 90%. The […]

  • Silence Therapeutics – Expansion of Intellectual Property portfolio supports further long-term value

    May 16, 2017 | Posted by

    By Richard Gill, CFA The AIM listed RNA therapeutics specialist Silence Therapeutics (SLN) has announced a significant expansion of its chemical modification patent estate. In March this year the company revealed that the European Patent Office had granted a patent covering key RNAi chemical modifications, thus giving it further protection for its technology across many […]

  • ITM Power – Trading momentum drives confidence

    April 21, 2017 | Posted by

    By Richard Gill, CFA Since our last update on the company at the end of February the renewable energy specialist ITM Power (ITM) has continued to make good progress in monetising its industry leading suite of products. According to a trading update released on 18th April, ITM currently has £22.64 million of projects under contract […]

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