Unidata presented this week its 2024-26 strategic plan. We comment it & update the thesis with 3Q23 results
Analysis after AGM trading update & Vysarn Asset Management
We analyse the current situation after Vysarn gave a trading update for the first 4 months of its FY and launched Vysarn asset management
MORAM – Portfolio Management 19th Nov 2023
Our portfolio management with a three-tier monitoring panel to track everything related to the 35 companies in our universe
Red Robin Gourmet Burgers – Turnaround or value trap?
Red Robin $RRGB analysis. This company represents a terrible opportunity or are there red flags that indicate a value trap?
Monthly Update October
Monthly update - October, including our market views, special situation of companies we follow & the companies of our portfolio in detail
Meeting with The Italian Sea Group & Backlog mapping
Some comments on our last meeting with TISG plus our mapping of its backlog (name of the 22 project under construction, backlog, dates,..) expected sales per year,..
MORAM – Monthly Update September
Monthly update - September, including our market views, current situation of companies presented and our approach to portfolio management
MORAM Monthly Update August + Q&A
Monthly update - August, including our market views, current situation of companies presented and our approach to portfolio management
Serica Energy LON:SQZ – Situation post Tailwind merger
After rejecting Kistos offer,Serica merged with Tailwind,doubling production and diversifying from natural gas. Analysis of resulting company
Vysarn – CEO ( James Clement ) Interview $VYS.AX
Interview with James Clement, CEO of Vysarn where we talk about plans in the different business segments and the corporate strategy