Serica Energy has been on the radar as a “special” North Sea exploration minnow, with the big USP being its cash pile. Sometimes the technicals and fundamentals of a company appear to exist totally separately. Even in the most technical of situations – with say, a deeply embedded uptrend or downtrend, there is generally a nod to…
MP Evans (MPE) reported a couple of days ago. It was a strong statement. And it finished off with the directors’ advice that in their view the shares are worth £11 in contrast with their current £7.50. The directors are sensible people and their view should be taken seriously. Indeed, day after day, MPE keeps…
One of the most difficult parts of being an investor is living with paper losses. Inevitably, there is a degree of frustration when an investment doesn’t go quite as planned. I’ve experienced this lately with a shareholding in precious metals miner, Fresnillo (LON:FRES). It’s down around 7% since I bought it. Although a disappointing performance…
It would appear that courtesy of the latest claims regarding wonder substance Graphene, the phrase “Water, water everywhere and not a drop to drink” could be outmoded. One could be forgiven for thinking that, purely on the basis of the alleged breakthrough with the Graphene filter to turn seawater into fresh water, the share price…
Although many investors wouldn’t agree with me, I believe that one of the main aberrations in the U.S. stock market is the fact that Tesla Inc (NASDAQ:TSLA) is worth the same as General Motors Company (NYSE:GM), despite the huge differences between them in terms of revenues, profits, margins, market share, operational aspects and financial strength.…
One of the many common criticisms that could be aimed at a charting approach to the market (and there are quite a few): If it works, why aren’t all chartists fabulously rich? It’s a fair comment – but also one that could be levied at the fundamentalists’ approach as well. The problem with most forms…
Did you miss Jim Mellon’s explosive keynote talk at this year’s Master Investor Show? Or would you like to hear more from the UK’s smartest investor? Tonight, Jim Mellon will present at an exclusive investor evening hosted by Turner Pope Investments Ltd. Master Investor followers can take advantage of free guest invites. Jim will speak…
With the recent story of Boohoo.com (LON:BOO) it appears clear that there is little point being a High Street general retailer, paying business rates and of course the minimum wage. Perhaps the first and most obvious thing to say about fashion retailer Boohoo is that the company is a poster child for the merits of…
A change in strategy can reignite a company’s profit growth. Or, it can lead to large opportunity costs. In my opinion, Centrica’s decision to refocus on its customer-facing supply business at the expense of its Oil & Gas operations falls into the latter category. I understand why the company felt it needed to rebalance its…
Space exploration and biotech team up in zero gravity I recently argued that SpaceX is much more than a billionaire’s ego trip – even if its revenue model is sometimes obscured by grandiose schemes like taking rich tourists to the moon. Some news has recently emerged on the NASA website which confirms my view that…
