• Align Research’s Top 10 Conviction Picks for 2018

    December 26, 2017 | Posted by

    Well, it’s that time of year again where we look ahead to the new calendar year and place our “cooking” and conviction picks at Align on show for 2018. Last year’s picks are HERE and we are pleased to relay we had some real winners. ZIOC was the stand out performer – rising from 6.5p […]

  • 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 […]

  • Align Research Recommendations update

    September 3, 2017 | Posted by

    As equity markets globally continue to push on in the face of historically extreme valuations whilst seemingly ignoring recession risk in the US and increasing geo-political tensions, we believe that caution is very much warranted now and indeed it is time to actively raise cash and take advantage of the distribution opportunities that the buoyant […]

  • Align Research demonstrates its “eat your own cooking” capability

    February 11, 2017 | Posted by

    By Richard Jennings, CFA When we set out to create a new type of research house, one that addressed the issues posed by what is known as Mifid 2 – the separation of research payments from trading commissions – we had in mind an offering to the marketplace that also cut a swathe through the […]

  • Global Resources Investment Trust update – new direction emboldens confidence in 20p price target

    February 10, 2017 | Posted by

    By Richard Jennings, CFA We last wrote about GRIT HERE in which we highlighted the massive dislocation in value between the stock price of GRIT and the company’s underlying NAV. At the time, the company was considering a proposal put forward by Primestar that was thankfully kicked into the long grass in the final analysis. The […]

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