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Posts Categorized: Value shares

  • Zak Mir interviews Richard Jennings, CEO, Align Research

    December 31, 2017 | Posted by

    Zak Mir interviews Richard Jennings, CEO, Align Research, discussing the on goings of the past year and the outlook for 2018. https://zakmir.files.wordpress.com/2017/12/align.m4a Key points discussed Addressing twitter/bulletin board “trolls” Elaboration on some of the top 10 picks for 2018 Global markets outlook Business model background  

  • 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 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 […]

  • Strat Aero – fundamental reappraisal of prospects following landmark contract win

    September 9, 2016 | Posted by

    Investors in Strat Aero (AERO) were prompted to take a fresh look at the company last week as it announced that subsidiary Geocurve had won the largest contract in its history. For a company that has had its fair share of difficulties since listing on AIM in November 2014 this was a welcome piece of news. Many investors […]

  • Wading into the Valeant Pharmaceuticals investment debate

    June 12, 2016 | Posted by

    By Richard Jennings, CFA There have been innumerable articles and countless words written about the implosion of Valeant Pharmaceuticals (VRX) in recent months with the story surrounding the so called “price gouging” (acquiring companies with drug portfolios and jacking up the price to patients by material amounts) and the issue over the company’s circa $30bn […]

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