AIM: SXX Shares in issue: 2,295m Market cap @19p: £436m Back in March I advised not to chase Sirius Minerals, which had spiked on publication of the DFS for its planned potash mine in Yorkshire. As potentially a large, domestic, very long lived and profitable project it will, one day, loom large in the investment…
Florence Nightingale’s Deep Mind Life expectancy has doubled in Europe and North America over the last 150 years and is still increasing. I will ask you: What is the single most important factor behind that remarkable fact? And you will probably cite the rise of pharmaceutical medicine, as in the invention of penicillin and the…
The last year has been tough for Valeant Pharmaceuticals, as the Canadian specialty drug maker has been involved in scandals, accounting misstatements and fraud, all of which battered down its share price from a 2015 high at $236.81 to the current price near $29. On April 7, I recommended a long position in this “troublemaker”,…
Royal Mail, at 532p following the last annual results to late March 2016 – and after the Ofcom report – looks attractive as a dividend stock, but one which seems a bit ahead of events. They rate, in my view, a ‘hold’ now and a ‘buy’ if they fall back on profit taking or ex…
Progress of one sort or another is being made at all four of the coal to power projects (in Tanzania, Mozambique, and Pakistan) owned by AIM companies that I first described back in the November Magazine. I follow them because with extremely large project costs and investment sums at stake, against the present extremely small…
The evidence of the optimistic recovery plan at GSK is borne out in the first-quarter results and management have gone as far as they can go in giving confidence to an 80p dividend payout this year and next. The shares represent a well paid rational speculation on longer term earnings recovery, in my opinion. …
As seen in the lastest issue of Master Investor Magazine Warren Buffet is considered to be a great man for many reasons. For a start, the words of wisdom in his famous Berkshire Hathaway shareholder letters are so influential that they are widely quoted amongst the investment industry. For example, while working on the Master…
Mark Zuckerberg, the 31-year-old founder and CEO of Facebook Inc. (NASDAQ:FB), recently told an adoring audience of Silicon Valley developers: We’ve gone from a world of isolated communities to one global community, and we are all better off for it… [Our mission] is to connect the world… [The danger is in] people and nations turning…
As seen in the lastest issue of Master Investor Magazine I’m going to be completely frank with you: you are not Warren Buffett and neither am I. He is quite simply a one in a billion genius and, as if that wasn’t enough, his brain has many decades of experience to tap into. The best…
Here, I outline the success of the company in riding the London commercial boom and largely arranging things suitably, in advance of the uncertainty of any Brexit vote late next month. Due to weakness in the share price last year and the rise in property values, the shares now stand at a massively defensive 21 per…
