• Open Letter to Pat Plunkett Chairman Providence Resources

    November 19, 2016 | Posted by

    Dear Mr Plunkett I write in an open forum following our brief dialogue on the 16th November 2016 in which you made clear that you deemed a large private shareholder (holding in excess of seven figures in shares) and one with the support of many, many other retail shareholders not sufficiently important to engage directly […]

  • Zanaga Iron – forgotten play in the recent commodity rally

    November 13, 2016 | Posted by

    By Richard Jennings, CFA Well, 2016 turned out to be the year of the commodity, completely contrary to almost all commentators at the start of the year. We were pretty much a lone voice in calling for a return to a bull market as highlighted here and here. Many of the blue chip plays within […]

  • β€œNew” Gulf Keystone Petroleum – The resurrection commences. See through value of 2p per share

    November 11, 2016 | Posted by

    By Mark Parfitt and Richard Jennings CFA It is probably be fair to say that the situation at Gulf Keystone Petroleum Limited (GKP) still remains in a state of flux with investor sentiment being driven principally by raw emotion rather than hard facts as qualified comments remain thin on the ground while brokers and analysts […]