Renewables Gravis Clean Energy Fund updates for end of 2020 29 Dec 2020 I've been keeping an eye on the management of Gravis' Clean Energy Income Fund run by advisor William Argent. I find it interesting to read his commentary and align myself…
Video Gaming GTA publisher Take-Two gets codemasters for a steal 13 Nov 202013 Nov 2020 Photo: Screenshot of Ford Mustangs racing in Codemasters DIRT5 video game. British video game company Codemasters announced on 6 November that US giant Take-Two Interactive would be swallowing it up…
Small Cap… Nick Candy sold £0.75m of Audioboom shares [sic] 12 Nov 202012 Nov 2020 UPDATE: Needed to amend this post to admit a mistake on the supposed sale I wrote about earlier. Nick Candy didn't actually sell any shares, this was a function of…
Small Cap… Audioboom’s failed sale and Singapore sling 11 Nov 202011 Nov 2020 Main photo: Singapore Sling at Raffles Long Bar, by VasenkaPhotography, licensed under Creative Commons Attribution 2.0 Generic (CC BY 2.0). Podcast company Audioboom on Wednesday completed its new investment worth…
Gold More than meets the eye to Pan African Resources acquisition of Mintails 9 Nov 2020 Main photo: Evander Gold Mine 7 shaft headgear by Andrew Ashton licensed under Creative Commons Attribution-NonCommercial-NoDerivs 2.0 Generic (CC BY-NC-ND 2.0). South African-based gold mining company Pan African Resources announced…
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…
River Otter Investments 