It’s easy to look at Brexit and come to the conclusion that it will be bad for all UK-focused companies. After all, it brings uncertainty, change and a potentially negative impact on the UK’s overall economic performance. However, as with any situation, there will be winners and losers. Some companies will see their sales and…
Following on from yesterday’s look at Metal Tiger (LON:MTR), we have a company which has been helped by its association with it, Red Rock Resources (LON:RRR). I have to admit that one of the more memorable events of my 2016 was introducing the Executive Chairman of Red Rock Resources at an investor presentation just last…
For most investors, it’s been a case of ‘so far, so good’ since the EU referendum. The only real impact of the result to leave the EU has been a weaker pound, which has benefited exporters and put pressure on importers. However, Brexit has not yet begun. Things could therefore get much, much worse for…
Every school kid now knows that if the British government wants to fulfil the will of the British people expressed last June they have “to trigger” or, “to invoke” Article 50 of the Treaty of Lisbon (2007). Prime Minister May has stated that she intends to do this before the end of March 2017. Sadly,…
Bizarre, is the best description of the offer made for Metal Tiger (LON:MTR) last week. But it may be that this now offers an opportunity to squeeze some bears. Metal Tiger is certainly a private investor favourite, helped along by the inspirational leadership of its former head honcho Paul Johnson. But things took a strange…
During the painful periods of hyperinflation in the last century, there were a few episodes when governments decided to demonetise the economy and to reintroduce money in new forms in an attempt to contain the rampant price increases. But these moves pale in comparison to India’s bid to absorb 87% of its circulating physical currency…
Gulfsands Petroleum (LON:GPX) was in a former life a play on Syrian assets, but it seems that Columbia is the focus now. Gulfsands Petroleum has understandably been rather under a cloud since the conflict in Syria, even though this company has interests in various geographies. They include Tunisia, Morocco and Colombia. Indeed, in the past…
In recent months I’ve written about a range of dividend stocks from the high quality end of the spectrum: from Buffett-style stocks to consumer staples and consistent inflation-beaters. But being a dividend-focused investor is not only about buying into these high quality dividend growth companies. There is another side to the search for income –…
Pantheon (LON:PANR) has slid on this morning’s dampening news. Some will fancy buying right now. I do not. ***** Churchill (LON:CHL) was indicating a decision over its ROI spat by this morning. Nothing has emerged. So it also sinks. I have got enough. However, it is fair to speculate that if the decision were adverse…
The fund manager sticking to his disciplined approach Neil Woodford is probably the best known fund manager of his generation – so when he left Invesco Perpetual in January 2014 to set up his own firm it created a massive dilemma for the company. They responded by appointing Mark Barnett as his replacement, and he…
