Weekly dispatches

Month: March 2024
The battle for ASOS – crunch time?

The battle for ASOS – crunch time?

15 March 2024

Online fashion retailer ASOS is struggling financially, but its 23m active customers are a valuable asset. Two billionaires and a hedge fund are vying for control.

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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.

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