Blog
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Milestone Group – Under the radar opportunity to benefit from blockchain – Buy
Milestone Group (MSG) has been a serial disappointer in terms of share price performance, falling from a recent peak of 1.535p in October last year to the current 0.27p. The collapse was as a consequence of a botched placing, underwritten by City of London Markets (and which we still await news as to recovery or, […]
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Wishbone Gold – Align interviews Chairman/CEO Richard Poulden
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 […]
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Pathfinder Minerals – New Speculative buy call offering a rare asymmetric risk/reward profile
By Richard Jennings Regular followers of us at Align will know that our primary investment method is to alight upon deep value situations where we perceive asymmetric risk/reward structures. Some go very well such as ITM Power, Genel Energy, Silence Therapeutics, Gulfsands Petroleum, Anglo American etc and others not so well, principally Providence Resources (one […]
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US Generic pharma plays – Teva, Endo & Valeant – an abject lesson in capitulation
By Richard Jennings Everybody dreams of buying a stock at the low and selling at the high. When looking at a historic chart this always seems so simple in hindsight. Reality is somewhat different. Indeed, many stock commentators will tell you that it is foolish to try and pick a bottom (“brown fingers and all […]