• Finnaust Mining and the curious case of large shareholder stock sales

    February 21, 2017 | Posted by

    It seems that the squeeze continues in Finnaust Mining (FAM) – shortly to be renamed Bluejay Mining as “the boys” appear to have a continued hold on the price as evidenced by its recent melt up and ballooning in its valuation to circa £60m as at todays date (based on an 8.8p stock price & […]

  • It’s time to go short on the U.S. Nasdaq index

    February 19, 2017 | Posted by

    By Richard Jennings, CFA Looking at the 10 year chart of the Nasdaq Composite over the weekend and the returns generated from the nadirs in 2008 it struck me just what a phenomenal annual growth rate has been achieved – in fact just shy of 23% p.a on a compound basis and which is one […]

  • 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 […]

  • Has Tony O’Reilly Jnr created a false market in Providence Resources?

    February 7, 2017 | Posted by

    A pensive looking ToR Jnr Regular readers of our blog will be aware that my own confidence in Providence Resources CEO Tony O’Reilly Jnr’s ability to lead his long, long suffering shareholders into the sunny uplands of the now fabled Barryroe farmout out is now non-existent. Following on from our piece here in which we […]