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DCC Plc: Divest, Clarify, Capitalise
A high quality, UK-listed break-up situation offering ~95% upside.
Nov 18
•
Conor Maguire
2
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DCC Plc: Divest, Clarify, Capitalise
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Smacked With A Wooden Spoon.
Thoughts on Wood Group Plc following yesterday's concerning Q3 update.
Nov 8
•
Conor Maguire
1
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Smacked With A Wooden Spoon.
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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
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PGMs: Time To Shine?
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2
Q3 2024 Model Portfolio Review
Performance flat in Q3, +1.2% YTD with live catalysts at play.
Oct 16
•
Conor Maguire
4
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Q3 2024 Model Portfolio Review
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2
September 2024
Power Chord
A post-merger O&G play offering a ~25%+ IRR / ~1.90x return.
Sep 30
•
Conor Maguire
2
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Power Chord
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Marlowe Plc: A Healthy Development
Spin-off of Occupational Health division paves way for sale of core TIC business.
Sep 19
•
Conor Maguire
1
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Marlowe Plc: A Healthy Development
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2
Breaking Up Is Easy To Do
Some thoughts on the latest developments at OCI.
Sep 13
•
Conor Maguire
3
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Breaking Up Is Easy To Do
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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
3
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Dowlais: Spinning Wheels?
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A Tale Of Two Events
Updated thoughts on OCI and Wood Group Plc
Aug 12
•
Conor Maguire
2
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A Tale Of Two Events
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Updates On Some Portfolio Names
Quick updates on MRL, SRC, BG and TE following recent earnings announcements.
Aug 6
•
Conor Maguire
5
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Updates On Some Portfolio Names
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July 2024
Food & Batteries
An out-of-favour critical minerals name offering a highly asymmetric return of ~90%+.
Jul 29
•
Conor Maguire
4
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Food & Batteries
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2
Q2 2024 Model Portfolio Review
Portfolio return +1.2% YTD; exiting one position.
Jul 4
•
Conor Maguire
5
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Q2 2024 Model Portfolio Review
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