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Smacked With A Wooden Spoon.
Thoughts on Wood Group Plc following yesterday's concerning Q3 update.
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Conor Maguire
PGMs: Time To Shine?
While gold prices soar, platinum and palladium trade at deep discounts to gold despite a very favourable supply-demand set-up.
 • 
Conor Maguire
2
Q3 2024 Model Portfolio Review
Performance flat in Q3, +1.2% YTD with live catalysts at play.
 • 
Conor Maguire
2
Power Chord
A post-merger O&G play offering a ~25%+ IRR / ~1.90x return.
 • 
Conor Maguire
3
Marlowe Plc: A Healthy Development
Spin-off of Occupational Health division paves way for sale of core TIC business.
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Conor Maguire
2
Breaking Up Is Easy To Do
Some thoughts on the latest developments at OCI.
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Conor Maguire
Dowlais: Spinning Wheels?
Disappointing H1-24 update, but strategic review indicates a break-up is now a live catalyst.
 • 
Conor Maguire
1
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