Occupation: Company Director, Private Investor
Interests: Economics, Geopolitics, Oil, Stocks
Mainly long term buy and hold, based on value (stock specific and sector).
Cambium Global (TREE) is currently trading at a discount of 40% to latest NAV, a fact that is as concerning to the company as to its shareholders. The company is very easy to understand. On the one side of the balance sheet are shareholder funds and some (manageable) debt. On the other is timber plantations. I came across this share from a Merryn Somerset Webb…
As a long term buy and hold, Aminex (LON:AEX) has been a major disappointment for me , and it is time to consider whether I continue to hold on the basis that 2011 will be AEX’s year of triumph, sell out on the basis of too much dilution, lack of confidence in management, and the binary nature of some of its exploration, or somewhere in…
aex for the up please - again!!!
AEX for >20% please. In many ways this is a make or break month, as a) the farm in at Ruvuma should give us a good indication of the value that the industry places on AEX Tanzanian assets. b) We should hear about USA asset disposal. I am very positive about a) above - such is the level of interest in Tanzania at the moment…
AEX for both i) and iii) please. Also my selection in the NFSC.
Activa latest report out today has this snippet on the USA assets The Loma Field water disposal well has been drilled (depth: 3,500 feet) and we are now working on finishing the surface facilities. This more efficient method of water disposal will allow us to increase production rates on this well from late December 2012. With natural gas prices now at higher levels this makes…
SIA for the up please, no down
