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Greatland Gold (GGP) – What has Metal Tiger bought?
I’ve been a long-term shareholder at Metal Tiger (MTR). It has a number of attractive assets but this week’s announcement that it had bought into ... Read More
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AJ Bell IPO (AJB) – Quality and growth
Investment platform AJ Bell is set to list on December 7 with December 5 the last day to apply for shares. This is a quality business with recurring revenue 82% of sales and a robust 31.6% operating profit margin. Revenue has also increased from £16.2 million in fiscal 2007 to ... Read More
On the Beach (OTB) – A hot summer survivor
On the Beach (OTB) has come through a tough summer that has seen the major tour operators struggle. Fortunately, this online travel agent ("OTA") has a very flexible and low cost base. Marketing is the main expense. The big question is whether other online travel agents like Love Holidays may ... Read More
Britvic (BVIC) – Squeezing out good results
Shares in the drinks company Britvic (BVIC) have broken out to a new high following the publication of full-year results (latest share price 857.5p, market cap £2,268 million). I've been weighing up whether this company deserves a place in a quality-focused share portfolio. A Tasty Collection Let's remind ourselves of ... Read More
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Wildly speculative crypto forecasts leave me cold
I admire entrepreneurs and technological pioneers. And I always try to keep an open mind when a new venture is launched - even if it's not my cup of tea. But sometimes I have to speak out with words of caution, or scepticism, whatever you like to call it. This ... Read More