As I noted in my ten macro themes for 2015 article (HERE) the analysis that Steve Moore and I serve up is bottom up – that is to say company specific – not so much macro driven. But the odd macro think session establishes useful tramlines for the investment process. My first, second and third share tips for 2015 are already live and so onto Number 4.
This is not the classic value proposition that Steve and I normally go for. I admit that it is speculative but should say that for reasons I cannot quite work out it is the largest equity holding in RMPC’s modest portfolio. Well one reason is that the shares have done jolly well. We tipped Optibiotix (OPTI) at 8p on the HotStockRockets website a couple of months ago. It is now 17.25p-18p. This is definitely one to buy at up to 20p and I reckon we will see 30p before very long.
The company is a play on obesity and related issues, something at the front of my mind having just enjoyed my third Christmas meal with Christmas pudding in 4 days.
OptiBiotix has, already during its brief six month life on AIM,
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