Renewables… Round-up – Codemasters H1 2021 revenues, Audioboom in Canada and renewable energy yieldcos 7 Oct 202022 Oct 2020 A few regulatory filings for companies that I'm invested in piqued my interest today. Codemasters (CDM)Audioboom (BOOM)Foresight Solar Fund (FSFL)US Solar Fund (USF)Encavis (CAP) Codemasters Codemasters filed a half year…
eSports Bend it like Beckham with Blue Star Capital and Guild eSports 1 Oct 202022 Oct 2020 I took a small punt, or really I should say gamble, on Blue Star Capital this week, betting that the company's investments in eSports will give it some nice short-term…
Video Gaming Slightly Mad car crash at Codemasters 30 Sep 202022 Oct 2020 I decided to considerably trim my position in video games company Codemasters this week, taking some profit, but leaving myself with some petrol in the tank. I've been watching the…
Technology Big Tech portfolio – unstoppable behemoths 22 Sep 202022 Oct 2020 My investment portfolio already has a considerable leaning towards technology because it's a sector I feel I have a reasonable understanding of and quite frankly it's the future. There's no…
Renewables Topping up portfolio of renewable energy yieldcos 18 Sep 202022 Oct 2020 I've written previously about the universe of renewable energy yieldcos, as well as delving deeper into analysing the financial horsepower under the hood. As part of my investments, I've amassed…
Small Cap… Audioboom – a closely held company up for sale 19 Jul 202022 Oct 2020 It is more than five months since London-listed podcast company Audioboom put itself up for sale, hiring Raine Advisors to help in "examining strategic options", as noted in a 10…
Betting Betting on who’ll survive the coronavirus 22 Mar 202022 Oct 2020 Betting companies are reeling following the cancellation of sporting events in the wake of coronavirus, as I've briefly discussed in a previous post. The Financial Times in recent days published…
Betting Betting companies catch the coronavirus 16 Mar 202022 Oct 2020 The coronavirus outbreak has decimated UK betting stocks following the cancellation and postponement of several sporting events. I invested in a number of betting companies to take advantage of the…
Renewables Analysing UK renewable energy yieldcos 13 Jan 202022 Oct 2020 Choosing one renewable energy closed-end fund over another isn't straightforward. The different yieldcos available differ in size, the type of clean energy they use, the management fee they take and…
Small Cap Haynes Publishing: Going, going, gone! 26 Nov 201922 Oct 2020 It's over a week since Haynes Publishing Group put itself up for sale, as detailed in an earlier post, and I wanted to discuss some elements of the formal sales…
