Weekly dispatches

Month: January 2020
Is British Airways a 15% p.a. compounder for the 2020s?

Is British Airways a 15% p.a. compounder for the 2020s?

You’ll be surprised to read about British Airways (BA) on my blog. All the more, since this company is not itself listed on the stock market. You need to buy into Madrid-listed International Airlines Group (IAG, ISIN ES0177542018), a holding company that owns 100% of British Airways.

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2-2.5x from an investment holding liquidation

2-2.5x from an investment holding liquidation

This AIM-listed small-cap will likely return all its capital to shareholders. Underresearched by investors, it's an opportunity that shouldn't even exist – but it does.

Ukraine reconstruction: one stock to benefit

Ukraine reconstruction: one stock to benefit

If or when the war in Ukraine ends, this stock will likely become the focus of investor money pushing into the country.

Actinium-225, aka "the world's rarest drug"

Actinium-225, aka "the world's rarest drug"

This little-known Western European company could become the global market leader for supplying the uber-rare "Ac-225", a potent weapon to treat cancer.