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…
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…
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…
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…
