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