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Value Situations

2024 Model Portfolio Review

Jan. 20, 2025, 4:57 p.m.

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Value Situations

Resetting Value Situations

Jan. 13, 2025, 11:20 a.m.

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Value Situations

Closing Out 2024

Dec. 23, 2024, 4:01 p.m.

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Value Situations

New King Coal

Dec. 16, 2024, 11:38 a.m.

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Value Situations

DCC Plc: Divest, Clarify, Capitalise

Nov. 18, 2024, 10:11 a.m.

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Value Situations

Smacked With A Wooden Spoon.

Nov. 8, 2024, 2:45 p.m.

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Value Situations

PGMs: Time To Shine?

Oct. 30, 2024, 12:14 p.m.

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Value Situations

Q3 2024 Model Portfolio Review

Oct. 16, 2024, 10:24 a.m.

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Value Situations

Power Chord: A post-merger O&G play offering a ~25%+ IRR / ~1.90x return.

Sept. 30, 2024, 1:50 p.m.

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Value Situations

Marlowe Plc: A Healthy Development: Spin-off of Occupational Health division paves way for sale of core TIC business.

Sept. 19, 2024, 12:43 p.m.

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Value Situations

Breaking Up Is Easy To Do: Some thoughts on the latest developments at OCI.

Sept. 13, 2024, 6:28 p.m.

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Value Situations

Dowlais: Spinning Wheels?: Disappointing H1-24 update, but strategic review indicates a break-up is now a live catalyst.

Aug. 20, 2024, 12:23 p.m.

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Value Situations

A Tale Of Two Events: Updated thoughts on OCI and Wood Group Plc

Aug. 12, 2024, 11:16 a.m.

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Value Situations

Updates On Some Portfolio Names: Quick updates on MRL, SRC, BG and TE following recent earnings announcements.

Aug. 6, 2024, 2:23 p.m.

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Value Situations

Food & Batteries: An out-of-favour critical minerals name offering a highly asymmetric return of ~90%+.

July 29, 2024, 10:07 a.m.

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Value Situations

Q2 2024 Model Portfolio Review: Portfolio return +1.2% YTD; exiting one position.

July 4, 2024, 11:19 a.m.

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Value Situations

UK PLC In Play? : Update on WG and some other UK-listed Model Portfolio names that fit the current UK takeover theme.

June 10, 2024, 9:30 a.m.

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Value Situations

Rock Solid Value: An overlooked materials business offering a prospective 20%+ FCFE yield and 150%+ upside.

May 24, 2024, 1:25 p.m.

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Value Situations

A Precious Metals Toll Bridge: A royalty-like play on precious metals and other critical materials.

April 22, 2024, 12:08 p.m.

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Value Situations

Q1 2024 Model Portfolio Review: Portfolio return of +2.6% for Q1; exiting DOLE to add to two existing positions.

April 5, 2024, 12:27 p.m.

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Value Situations

Value At The Coalface : An overlooked coal equity approaching an inflection point.

March 26, 2024, 2:37 p.m.

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Value Situations

Marlowe Plc Unlocked: A re-evaluation of Marlowe Plc following announced disposal of GRC assets.

Feb. 23, 2024, 5:16 p.m.

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Value Situations

Updates on Two Portfolio Names: Latest thoughts on Bunge Global and OCI following recent earnings releases.

Feb. 17, 2024, 11:48 a.m.

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Value Situations

A BrAIk-Up Play: An activist/break-up situation that is also a back-door play on AI.

Feb. 6, 2024, 12:03 p.m.

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Value Situations

A Quick New Position Update: An opportunistic addition to the Model Portfolio

Jan. 23, 2024, 1:25 p.m.

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