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Posts Categorized: Commodities

  • Align Research Top 7 Conviction calls for 2021

    December 30, 2020 | Posted by

    Well, its that time of year again and, like many, we are certainly very pleased to see the back of 2020. From a recommendations viewpoint we had some stellar success with Eqtec, Argo Blockchain & Gaming Realms, each of which multi-bagged to varying measures and exceeded our price targets. This year we tried to narrow […]

  • 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 […]

  • Global Resources Investment Trust (GRIT). Mispriced opportunity – price target 20p

    April 17, 2016 | Posted by

    By Richard Jennings, CFA Global Resources Investment Trust (GRIT) was set up by RDP Fund Management (run by David “Sam” Hutchins & Kjeld Thygesen) in March of 2014. The structure of this trust is not like the typical closed end fund, where a monetary subscription is made by investors and the funds are then invested […]

  • The Global Commodities Outlook – Q2 2016

    April 10, 2016 | Posted by

    By Richard Dennis, CFA Our last update on the outlook for global commodities, published in January, was very different from the wider market consensus at the time. We also highlighted 3 natural resource companies set to benefit from what we believed would be realisation in the market that our macro view was a viable prospect. […]

  • Atlantic Margin round results shines spotlight on Providence Resources acreage

    March 2, 2016 | Posted by

    By Mark Parfitt   The Petroleum Affairs Division (PAD) of the Irish Department of Communications, Energy and Natural Resources (DCENR) revealed the locations of the newly awarded southern Porcupine Licensing Options at the APPEX 2016 Conference in London yesterday1. As already revealed, in simple list format, the successful applicants were dominated by large IOC/NOC’s such […]

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