Value Situations
Subscribe
Sign in
Home
Notes
Chat
Archive
About
Latest
Top
Discussions
Smacked With A Wooden Spoon.
Thoughts on Wood Group Plc following yesterday's concerning Q3 update.
Nov 8
•
Conor Maguire
1
Share this post
Smacked With A Wooden Spoon.
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
October 2024
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.
Oct 30
•
Conor Maguire
10
Share this post
PGMs: Time To Shine?
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
2
Q3 2024 Model Portfolio Review
Performance flat in Q3, +1.2% YTD with live catalysts at play.
Oct 16
•
Conor Maguire
4
Share this post
Q3 2024 Model Portfolio Review
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
2
September 2024
Power Chord
A post-merger O&G play offering a ~25%+ IRR / ~1.90x return.
Sep 30
•
Conor Maguire
2
Share this post
Power Chord
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
3
Marlowe Plc: A Healthy Development
Spin-off of Occupational Health division paves way for sale of core TIC business.
Sep 19
•
Conor Maguire
1
Share this post
Marlowe Plc: A Healthy Development
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
2
Breaking Up Is Easy To Do
Some thoughts on the latest developments at OCI.
Sep 13
•
Conor Maguire
3
Share this post
Breaking Up Is Easy To Do
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
August 2024
Dowlais: Spinning Wheels?
Disappointing H1-24 update, but strategic review indicates a break-up is now a live catalyst.
Aug 20
•
Conor Maguire
2
Share this post
Dowlais: Spinning Wheels?
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
1
A Tale Of Two Events
Updated thoughts on OCI and Wood Group Plc
Aug 12
•
Conor Maguire
2
Share this post
A Tale Of Two Events
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
Updates On Some Portfolio Names
Quick updates on MRL, SRC, BG and TE following recent earnings announcements.
Aug 6
•
Conor Maguire
5
Share this post
Updates On Some Portfolio Names
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
July 2024
Food & Batteries
An out-of-favour critical minerals name offering a highly asymmetric return of ~90%+.
Jul 29
•
Conor Maguire
4
Share this post
Food & Batteries
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
2
Q2 2024 Model Portfolio Review
Portfolio return +1.2% YTD; exiting one position.
Jul 4
•
Conor Maguire
5
Share this post
Q2 2024 Model Portfolio Review
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
1
June 2024
UK PLC In Play?
Update on WG and some other UK-listed Model Portfolio names that fit the current UK takeover theme.
Jun 10
•
Conor Maguire
5
Share this post
UK PLC In Play?
valuesits.substack.com
Copy link
Facebook
Email
Note
Other
Share
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts