Archive - Value Situations

Q2 2024 Model Portfolio Review

Portfolio return +1.2% YTD; exiting one position.

Jul 4 •

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 •

May 2024

Rock Solid Value

An overlooked materials business offering a prospective 20%+ FCFE yield and 150%+ upside.

May 24 •

April 2024

A Precious Metals Toll Bridge

A royalty-like play on precious metals and other critical materials.

Apr 22 •

Q1 2024 Model Portfolio Review

Portfolio return of +2.6% for Q1; exiting DOLE to add to two existing positions.

Apr 5 •

March 2024

Value At The Coalface

An overlooked coal equity approaching an inflection point.

Mar 26 •

February 2024

Marlowe Plc Unlocked

A re-evaluation of Marlowe Plc following announced disposal of GRC assets.

Feb 23 •

Updates on Two Portfolio Names

Latest thoughts on Bunge Global and OCI following recent earnings releases.

Feb 17 •

A BrAIk-Up Play

An activist/break-up situation that is also a back-door play on AI.

Feb 6 •

January 2024

A Quick New Position Update

An opportunistic addition to the Model Portfolio

Jan 23 •

Model Portfolio return of +23.9% for 2023.

Jan 10 •

December 2023

A reappraisal of OCI following announced break-up transactions.

Dec 22, 2023 •

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