Equities

Four cyberspace stars you cannot afford to overlook

Four cyberspace stars you cannot afford to overlook

9 mins. to read

The internet revolution began more than 20 years ago. And yet not a month goes by without news of new internet-based businesses threatening to disrupt traditional business models. Turning my telescope back towards the firmament of cyberspace, I perceive a small cluster of twinkling stars – and the presence of a possible black hole… Micro…

How to invest in the nuclear future

How to invest in the nuclear future

0 mins. to read

With the go-ahead for the Hinkley Point C nuclear reactor, announced on 14 September, the nuclear power industry is back in the news in the UK. Nuclear power generation is a massive global industry which currently uses a number of related technologies. Yet the sector has been overlooked by investors mainly because most (though not…

Kibo Mining – Why the punters have got it all wrong

Kibo Mining – Why the punters have got it all wrong

6 mins. to read

The key misconception behind the chat board ‘projections’  for Kibo MIning is a failure to understand the disconnect between a ‘project’ and the company ‘owning’ it. But this also stems from a failure to understand the concept of a project’s net present value (NPV). These commentators (and even the house broker’s headline – before hiding…

Coal-to-power – Still misunderstood by investors

Coal-to-power – Still misunderstood by investors

4 mins. to read

Here is an update with particular mention of where Kibo Mining and Ncondezi Energy have got to, and a repeat tutorial on how not to value such companies. If their projects go ahead, either company could see their shares reach a few multiples of current levels. By how much isn’t easy to determine, especially for…

New stars rising in cyberspace

New stars rising in cyberspace

6 mins. to read

It is more than 20 years since the internet revolution began. And yet not a month goes by without news of new internet-based businesses threatening to disrupt traditional business models. In the first of an occasional series I’d like to point my telescope towards a few rising stars in the firmament of cyberspace. Some of…

Why Imperial Brands is the best bet for income investors

Why Imperial Brands is the best bet for income investors

4 mins. to read

Since the credit crunch, income investing has become more popular. This has been caused by falling interest rates, low bond yields and an opportunity cost from holding cash. Now that interest rates have fallen yet further, I believe that income investing will become even more important to many more investors. One stock which I think…

Why Unilever is my favourite consumer goods play

Why Unilever is my favourite consumer goods play

4 mins. to read

One of my best performing investments in recent years has been Unilever (LON:ULVR). It has risen by 33% in the last year even though the outlook for emerging markets has at times appeared uncertain. However, it is those same emerging markets which provide Unilever with a stunning growth outlook. For me, Unilever’s exposure to developing…

Why Google might be the most innovative corporation in history

Why Google might be the most innovative corporation in history

10 mins. to read

Schrödinger’s Cat is out of the bag On 04 August I authored an article on these pages entitled Schrödinger’s Cat is SO Clever – about Quantum Computing (QC). Little did I know that that was the very day that a secret group of Google’s scientists chose to publish an academic paper for peer review which…

Why Shell will benefit from this major global challenge
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Why Shell will benefit from this major global challenge

5 mins. to read

The world’s population is forecast to increase from 7.3 billion today to 9.7 billion by 2050. That’s a rise of 33% in just 34 years and this brings a significant challenge. That is how to balance the increased energy needs of a larger population of people with a required reduction in carbon dioxide emissions. Shell…

Wolseley’s dollar earnings make it an attractive Brexit play

Wolseley’s dollar earnings make it an attractive Brexit play

3 mins. to read

I dubbed Wolseley shares an appealing post-Brexit play last June when the share price was 3,781p. I see no reason to alter that fundamental judgement even now that they are 4,244p. The latest annual results suggest that life remains tough at the operational level, with margins scarcely improving. However, outside the US the company has the…