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One sensible thing might be to simply agree that no one knows and therefore let's be elsewhere. Another is to try and understand the basic problem here, the base economic background. → Read More
Lilium has optimised the design the wrong way around. Click here to find out why LILM stock is a Hold. → Read More
Li-Cycle prices are moving against the company which is not a good sign. See why we are on the sidelines for LICY stock. → Read More
I have little doubt that Piedmont will come to market with product and that the price will be high when it does. Read more on PLL stock here. → Read More
Baidu's earnings are due and they'll tell us a bit about the effects of covid and lockdown in China. Read more to see my thoughts on BIDU stock. → Read More
Now that the Brazilian mineral sands project has closed for Energy Fuels, we have the numbers to evaluate it. Click here to see our take on UUUU stock. → Read More
This isn't a recommendation to buy into Darktrace. Rather, it's to make the case as to why the share price doesn't seem to be matching the reported accounts. → Read More
For British Land Company, there are current macroeconomic factors to consider and there's an aspect here insufficiently explored. Click here to find out why the stock is a Hold. → Read More
Vanguard Funds PLC is a FTSE100 ETF which is designed to - because it's largely made up of - mimic that index. Click here to read my analysis. → Read More
Hipgnosis has recently borrowed to buy back stock. Click here to read why I believe that this doesn't seem all that sensible for HPGSF stock. → Read More
Twitter as a quoted equity, as a stock, is now dead and gone, but bonds still exist. Click here to read my analysis of TWTR's bonds, pre- and post-Musk. → Read More
Perpetua Resources wants to reopen Stibnite - not a bad idea on the face of it; there's gold and silver there after all. Read my analysis of PPTA stock. → Read More
The correct answer in investing is when something isn't understood, then don't do it. See why I would stay away from AMTD stock. → Read More
Nothing is certain in this life of course but the bid for Turquoise Hill should go through this time. Read more to see what's only one important factor for the bid. → Read More
AMTD Digital has been a soaring meme stock recently, pulling AMTD IDEA with it. Read more to see why HKD stock is not an investment. → Read More
Back two years, November 2020, I said that BYND didn't have that moat; it was therefore overvalued. Now I have no view on the future of BYND stock. See why. → Read More
Polymetal looks much too cheap to me in the long term but the medium term that it might recover in seems to be stretching out. Click here to read more on AUCOY. → Read More
Imperial Mining wants to go scandium mining. Learn more about the company and why there's a significant delusion at the heart of their most recent proposal. → Read More
Energy Fuels, UUUU, does have an interesting idea concerning the rare earths business. However, as I've been explaining for some time, this is a complex business area. → Read More
Another week, another study showing that British universities are offering ‘Mickey Mouse’ degrees whose graduates can expect to earn less than their non-graduate peers, even five years after finishing their course. Not only is this very much sub-optimal for the graduates themselves, but it’s a drain on the Exchequer. Put bluntly, those institutions are making […] → Read More