• Cuba: Block (9) read through to MEO Australia & Leni Gas Cuba

    July 12, 2016 | Posted by

    By Mark Parfitt and Richard Gill, CFA The technology start-up world is replete with tales of the all important “timing” being the key for successful companies. Indeed, whole ‘TED talks’ are devoted to the very subject. Investors however are more often than not to be found fretting about day to day commodity price movements rather […]

  • Leni Gas Cuba – Further progress at the operational and corporate levels. See through price 2.74p – 4.67p

    May 19, 2016 | Posted by

    By Richard Gill, CFA Since we initiated coverage of Leni Gas Cuba (LGC) on 8th April the company has seen a number of positive developments across its portfolio of investee companies and at the corporate level. In addition, the Cuban government has demonstrated further liberalisation of its borders and another London listed company, Rose Petroleum, […]