For those inclined to inspect the vintage, here lies a complete record of my weekly pronouncements.
Like any collection laid down over time, some of these observations will have aged into something approaching wisdom; others, one suspects, will have curdled into cautionary tales. To spare you a moment's labour, the name of each company featured is noted, alongside the investors who prompted the commentary. Peruse at your leisure.
Science Group plc |
Coats Group PLC |
Hays plc |
Morgan Advanced Materials plc |
Melrose Industries PLC |
Funding Circle Holdings PLC |
BOOHOO GROUP PLC |
Everplay Group PLC |
Amaroq Minerals Ltd. |
Headlam Group |
Vodafone Group PLC |
Palace Capital PLC |
Arecor Therapeutics PLC |
B&M European Value Retail SA |
Foresight Group Holdings Limited |
GlobalData PLC |
Weir Group PLC |
GetBusy PLC |
Johnson Matthey PLC |
Fevertree Drinks Plc |
Critical Metals Plc |
Golden Metal Resources PLC |
Helical Bar Plc |
Heronbridge Investment Management |
Peter Gyllenhammar AB |
Duquesne Family Office |
Salt Value |
Lucius Cary |
Russell Fryer |
Patinex AG
Oxford BioMedica PLC |
Secure Trust Bank PLC |
Georgia Capital PLC |
Deliveroo Holdings PLC |
Primary Health Properties |
Golden Metal Resources PLC |
Auction Technology Group PLC |
Glazer Capital |
Briarwood Chase Management |
UCAM
Oxford BioMedica PLC |
Jardine Matheson Holdings Limited |
Beazley plc |
ASA International Group PLC |
British American Tobacco PLC |
Zenith Energy Ltd |
Conduit Holdings Ltd |
Trufin PLC |
HARENA RESOURCES PLC |
Bradley Louis Radoff |
Víctor Urrutia Vallejo |
Watrium
Smith & Nephew PLC |
Pollen Street PLC |
International Consolidated Airlines Group S.A |
Tesco PLC |
Scancell Hldgs Plc |
Challenger Energy Group PLC |
System1 Group PLC |
Croda International PLC |
Vistry Group PLC |
Standard Chartered PLC |
Tullow Oil PLC |
Conduit Holdings Ltd |
Manolete Partners PLC |
Hikma Pharmaceuticals PLC |
Glanbia plc |
ConvaTec Group PLC |
London Stock Exchange Group PLC |
Lancaster Investment Management |
Brightlight Capital Partners |
Jonathan Fitzpatrick |
Silchester International Investors
AOTI Inc |
Ibstock PLC |
Sanderson Design Group PLC |
Mobius Investment Trust PLC |
Eurocell PLC |
Informa PLC |
Rathbone Brothers PLC |
Premier African Minerals Ltd |
SysGroup PLC |
Gelion PLC |
Robin and Julia Chamberlayne |
LBV Asset Management |
Mudita Advisors |
Lancaster Investment Management |
George Roach |
Brookdale International Partners
Cake Box Holdings PLC |
Verici Dx Plc |
XPS Pensions Group PLC |
Porvair plc |
Cranswick PLC |
River Capital |
G.G.G. S.p.A |
Pentwater Capital Management
The GYM Group PLC |
Strix Group Plc |
Foxtons Group Plc |
Macfarlane Group PLC |
Montanaro UK Smaller Companies Investment Trust PLC |
US Solar Fund Plc |
Cohort |
Oxford Biodynamics PLC |
Brave Bison Group PLC |
Trifast plc |
Converium Capital |
Charles Montanaro |
Kambiz Nourbakhsh |
Hauser Brothers |
Staude Capital |
Trafalgar Capital Management |
Oxy Capital |
Pentwater Capital Management
Volex Plc |
Rockfire Resources plc |
Secure Trust Bank PLC |
J Sainsbury PLC |
Inspired Plc |
Foresight Group Holdings Limited |
ACAM LP |
Samson Rock
Secure Trust Bank PLC |
The Berkeley Group Holdings plc |
Adriatic Metals |
Pearson PLC |
Ao World |
Pinewood Technologies Group PLC |
World Chess PLC |
Helikon |
Cevian Capital |
Sellaronda Global Management |
Prytek Investment Holdings
The GYM Group PLC |
Marks and Spencer Group PLC |
Bunzl PLC |
Cordiant Digital Infrastructure Limited |
The Berkeley Group Holdings plc |
Trustpilot Group PLC |
Kier Group PLC |
Zinnwald Lithium PLC |
Wise plc |
Georgia Capital PLC |
Intercede Group |
SkinBioTherapeutics PLC |
Accesso Technology Group PLC |
Burberry Group PLC |
Vodafone Group PLC |
RM Plc |
Diageo PLC |
Poolbeg Pharma PLC |
Astaris Capital Management LLP |
Avalon UK Limited |
Long Path Partners |
AMG Critical Materials N.V. |
David Campbell Brierwood |
Roaring Waters Capital
Ibstock PLC |
Brickability Group Plc |
NatWest Group PLC |
TEAM plc |
The Berkeley Group Holdings plc |
Riverstone Energy Ltd |
B&M European Value Retail SA |
Naked Wines plc |
Lloyds Banking Group PLC |
H&T Group plc |
Porvair plc |
Urban Logistics Reit PLC |
JPMORGAN EMERGING EUROPE MIDDLE EAST & AFRICA SECURITIES PLCc |
Raspberry Pi Holdings PLC |
Domino’s Pizza Group PLC |
Camac Partners |
Kevin Allenby |
Glazer Capital |
Metage Capital |
Browning West |
G.G.G. S.p.A |
Sand Grove Capital Management
Ab Dynamics |
Aquila Energy Efficiency Trust PLC |
Helix Exploration plc |
Riverstone Energy Ltd |
Drax Group PLC |
Mitie Group PLC |
Property Franchise Group PLC |
City Of London Investment Group |
Tharisa plc |
TT Electronics Plc |
DBAY Advisors |
Drachs Investments No3 |
Almitas Capital |
Res Privata |
Richard Martin
Sherborne Investors Guernsey C Ltd |
Playtech Plc |
Motorpoint Group PLC |
Oxford Nanopore Technologies Ltd |
Invinity Energy Systems PLC |
Drax Group PLC |
Empire Metals Limited |
JP Morgan Global Growth & Income PLC |
Mitie Group PLC |
Investec PLC |
Urban Logistics Reit PLC |
Gelion PLC |
Sirius Real Estate Limited |
EIT Oxford Holdings |
Mudita Advisors |
Glazer Capital |
John Bolitho |
Artha Bharat Investment Managers |
Sherborne Investors |
Thomas Reginald Dodd |
AIMS Asset Management
Schroder British Opportunities Trust |
Morgan Advanced Materials plc |
Utilico Emerging Markets Ltd |
Atome Energy PLC |
Beeks Trading Corporation Ltd |
Supreme PLC |
Upland Resources Ltd |
Picton Property Income Ltd |
Bolhassan Di |
Staude Capital |
Saba Capital |
Bronte Capital Management
That is the extent of the archive for now. This public ledger is a new undertaking and, like any worthwhile construction, it requires patience. Rome, after all, was not built in a day.
~ H.V.N.
N.B. This publication is a work of commentary and journalism, not a financial advisory service. I am a narrator of capital flows, not your personal portfolio manager. No fiduciary relationship is implied or intended, and this is not investment advice.
The information presented here is a starting point for your own research, not a substitute for it. Due diligence is your burden, and yours alone. As an active participant in these markets, my interests and positions may well intersect with the topics discussed. Prudence dictates you assume I am talking my own book.
Invest intelligently, and at your own risk.
