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.
Johnson Matthey PLC |
BOOHOO GROUP PLC |
Hays plc |
Weir Group PLC |
Critical Metals Plc |
Science Group plc |
GlobalData PLC |
Golden Metal Resources PLC |
Vodafone Group PLC |
Amaroq Minerals Ltd. |
GetBusy PLC |
Funding Circle Holdings PLC |
Melrose Industries PLC |
Headlam Group |
Fevertree Drinks Plc |
B&M European Value Retail SA |
Arecor Therapeutics PLC |
Coats Group PLC |
Everplay Group PLC |
Palace Capital PLC |
Helical Bar Plc |
Morgan Advanced Materials plc |
Foresight Group Holdings Limited |
Russell Fryer |
Peter Gyllenhammar AB |
Salt Value |
Duquesne Family Office |
Lucius Cary |
Heronbridge Investment Management |
Patinex AG
Oxford BioMedica PLC |
Deliveroo Holdings PLC |
Secure Trust Bank PLC |
Georgia Capital PLC |
Primary Health Properties |
Golden Metal Resources PLC |
Auction Technology Group PLC |
UCAM |
Glazer Capital |
Briarwood Chase Management
Trufin PLC |
ASA International Group PLC |
Oxford BioMedica PLC |
Beazley plc |
Jardine Matheson Holdings Limited |
British American Tobacco PLC |
Conduit Holdings Ltd |
HARENA RESOURCES PLC |
Zenith Energy Ltd |
Víctor Urrutia Vallejo |
Bradley Louis Radoff |
Watrium
Tesco PLC |
Croda International PLC |
Hikma Pharmaceuticals PLC |
ConvaTec Group PLC |
Pollen Street PLC |
System1 Group PLC |
International Consolidated Airlines Group S.A |
Scancell Hldgs Plc |
Smith & Nephew PLC |
Manolete Partners PLC |
Vistry Group PLC |
Glanbia plc |
Challenger Energy Group PLC |
London Stock Exchange Group PLC |
Conduit Holdings Ltd |
Standard Chartered PLC |
Tullow Oil PLC |
Jonathan Fitzpatrick |
Silchester International Investors |
Lancaster Investment Management |
Brightlight Capital Partners
Mobius Investment Trust PLC |
AOTI Inc |
Eurocell PLC |
Ibstock PLC |
Sanderson Design Group PLC |
SysGroup PLC |
Informa PLC |
Rathbone Brothers PLC |
Gelion PLC |
Premier African Minerals Ltd |
LBV Asset Management |
Brookdale International Partners |
Mudita Advisors |
George Roach |
Robin and Julia Chamberlayne |
Lancaster Investment Management
XPS Pensions Group PLC |
Verici Dx Plc |
Cake Box Holdings PLC |
Porvair plc |
Cranswick PLC |
River Capital |
G.G.G. S.p.A |
Pentwater Capital Management
Trifast plc |
Foxtons Group Plc |
US Solar Fund Plc |
Oxford Biodynamics PLC |
Cohort |
The GYM Group PLC |
Macfarlane Group PLC |
Montanaro UK Smaller Companies Investment Trust PLC |
Strix Group Plc |
Brave Bison Group PLC |
Kambiz Nourbakhsh |
Oxy Capital |
Trafalgar Capital Management |
Hauser Brothers |
Pentwater Capital Management |
Staude Capital |
Converium Capital |
Charles Montanaro
Rockfire Resources plc |
Inspired Plc |
Foresight Group Holdings Limited |
Volex Plc |
Secure Trust Bank PLC |
J Sainsbury PLC |
Samson Rock |
ACAM LP
Ao World |
World Chess PLC |
Secure Trust Bank PLC |
The Berkeley Group Holdings plc |
Pinewood Technologies Group PLC |
Adriatic Metals |
Pearson PLC |
Prytek Investment Holdings |
Helikon |
Sellaronda Global Management |
Cevian Capital
Burberry Group PLC |
Intercede Group |
Kier Group PLC |
Vodafone Group PLC |
Poolbeg Pharma PLC |
Cordiant Digital Infrastructure Limited |
Zinnwald Lithium PLC |
Diageo PLC |
The GYM Group PLC |
Bunzl PLC |
Georgia Capital PLC |
The Berkeley Group Holdings plc |
Accesso Technology Group PLC |
Marks and Spencer Group PLC |
Trustpilot Group PLC |
Wise plc |
SkinBioTherapeutics PLC |
RM Plc |
AMG Critical Materials N.V. |
Avalon UK Limited |
David Campbell Brierwood |
Astaris Capital Management LLP |
Roaring Waters Capital |
Long Path Partners
Urban Logistics Reit PLC |
JPMORGAN EMERGING EUROPE MIDDLE EAST & AFRICA SECURITIES PLCc |
B&M European Value Retail SA |
Raspberry Pi Holdings PLC |
Domino’s Pizza Group PLC |
Ibstock PLC |
H&T Group plc |
Brickability Group Plc |
Lloyds Banking Group PLC |
Naked Wines plc |
The Berkeley Group Holdings plc |
TEAM plc |
Porvair plc |
NatWest Group PLC |
Riverstone Energy Ltd |
Browning West |
Camac Partners |
G.G.G. S.p.A |
Kevin Allenby |
Sand Grove Capital Management |
Glazer Capital |
Metage Capital
Property Franchise Group PLC |
Aquila Energy Efficiency Trust PLC |
City Of London Investment Group |
Riverstone Energy Ltd |
Helix Exploration plc |
Drax Group PLC |
Tharisa plc |
Mitie Group PLC |
Ab Dynamics |
TT Electronics Plc |
DBAY Advisors |
Richard Martin |
Almitas Capital |
Res Privata |
Drachs Investments No3
Urban Logistics Reit PLC |
Oxford Nanopore Technologies Ltd |
Investec PLC |
Invinity Energy Systems PLC |
Sirius Real Estate Limited |
Sherborne Investors Guernsey C Ltd |
Empire Metals Limited |
Drax Group PLC |
Mitie Group PLC |
Motorpoint Group PLC |
JP Morgan Global Growth & Income PLC |
Gelion PLC |
Playtech Plc |
John Bolitho |
Sherborne Investors |
Mudita Advisors |
Thomas Reginald Dodd |
EIT Oxford Holdings |
Glazer Capital |
Artha Bharat Investment Managers |
AIMS Asset Management
Utilico Emerging Markets Ltd |
Picton Property Income Ltd |
Morgan Advanced Materials plc |
Supreme PLC |
Beeks Trading Corporation Ltd |
Schroder British Opportunities Trust |
Upland Resources Ltd |
Atome Energy PLC |
Staude Capital |
Bronte Capital Management |
Bolhassan Di |
Saba Capital
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.
