8 days ago
I start with Prospex (PXEN), Charles Archer and Amaroq (AMRQ). Then it is Blackbird (BIRD), a detailed look at Mindflair (MFAI) where a placing today makes no sense to me at all. I really do not get it. Finally the scourge of forward selling, Predator (PRD) and a real challenge to the FCA.
454 days ago
Mr Market doesn’t always price investments reflecting their true fair value and thus we see Bitcoin in Treasury companies trading at multiples of their underlying net asset value of cash and bitcoin holdings even though Bitcoin is very easy asset to value where no judgement is required.