Blog
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Align Research Top 10 Conviction Picks for 2017
By Richard Jennings, CFA As another year turns (and we are all, sadly, that bit older!) and we close out our inaugural 12 months here at Align Research we lay out for our readers and subscribers our Top 10 Conviction picks for 2017. At the start of 2016 we were one of the very few […]
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Management Resource Solutions – Shares still suspended but underlying positives remain
By Richard Gill, CFA The Australia based mining services company Management Resource Solutions (MRS) has announced several statements to the market in recent weeks updating on commercial matters and the company’s suspension from AIM, which has been in effect since 27th October. AGM Proposals defeated Firstly, at the AGM held on 19th December all resolutions […]
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Pricing Gulf Keystone Petroleum equity in a bid scenario
By Richard Jennings CFA Following on from our post restructuring GKP blog HERE in which we attempted to establish fair value for the restructured GKP equity, it did not come as a surprise to us to see the news on Tuesday that China’s SINOPEC was mulling a takeover bid for the entire equity of Gulf […]
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Open letter to Tony O’Reilly Jnr
Dear Tone I’ll make this letter succinct as my prior communications have been pretty exhaustive in pointing out my perceived failings on your part as the CEO of Providence Resources. With the much improved backdrop for oil prices post the OPEC announcement and non Opec producers cut last week and which has sent Brent oil […]
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Searching for value amongst the spreadbet companies post the FCA bombshell
By Richard Jennings, CFA As someone who has been an active spread bettor for nearly 20 years now (and having lived to tell the tale!), indeed being the former founder of Spreadbet Magazine, the announcement of the FCA consultation paper looking into restricting leverage for retail punters and that hit the sector’s stock prices hard […]