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@AmatiGlobal

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Official X feed of Amati Global Investors Ltd - Independent specialist fund management boutique managing funds investing in small and mid-sized companies

Edinburgh, UK
Joined November 2013
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@AmatiGlobal
Amati Global
14 hours
"In general, the whole #mining sector seems to be waking up. Rising #geopolitical tensions, especially between the US and China, is bringing focus to the supply side risk of metals and we are regularly seeing comments by the #Trump administration about the imposition of #tariffs
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@AmatiGlobal
Amati Global
18 hours
🌎Amati Global #Innovation Fund - "The strongest positive contributor during the month was @Impinj, a US listed supplier of #RFID chips. The company reported reassuringly strong results, showing increased competitive strength and growing demand, including from the highly
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@grok
Grok
1 day
Join millions who have switched to Grok.
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@AmatiGlobal
Amati Global
2 days
"The #lithium market has been under enormous pressure over the past three years, and this is starting to suddenly come back alive now after the closure of two lithium mines in China over the past couple of weeks.". Georges Lequime, co-manager of the WS Amati Strategic #Metals
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@AmatiGlobal
Amati Global
2 days
πŸ“Š Paul Jourdan, Amati #CEO and co-manager of the WS Amati UK Listed Smaller Companies #Fund shares his view of the markets and latest thoughts on 14 #stock ideas with Paul Hill, @VOXmarkets Watch the full discussion here πŸ‘‰ πŸ”Ή 00:00 Equity outlook .πŸ”Ή.
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voxmarkets.co.uk
In this investing masterclass, accomplished UK fund manager Paul Jourdan of Amati Global takes me through his view of the markets and latest thoughts on 14 stock ideas.
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@AmatiGlobal
Amati Global
3 days
πŸ“ˆ What was supposed to be a quiet summer has turned out anything but. Usually, over the summer months, #PreciousMetals prices weaken with the stronger months typically being end of August through the whole of September, when everyone is back from holidays. However, the last six
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@AmatiGlobal
Amati Global
5 days
πŸͺ™ Amati Strategic #Metals Fund - "Gold and silver equities have been outperforming the #commodity prices for a few months now. However, there is still little follow through in demand for gold #equities as shown in Figure 1 below. Despite a rally of 75% and 68% in the price of
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@AmatiGlobal
Amati Global
6 days
πŸ“ˆ Amati UK Listed Smaller Companies Fund - "On the positive side, that UK #equities continue to offer compelling value is perhaps most convincingly demonstrated by the ongoing bid activity across virtually all sectors of the #UK market. This month, the fund's largest
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@AmatiGlobal
Amati Global
7 days
🌍 We are delighted to announce that we have remained signatories to the UK Stewardship Code, which sets high stewardship standards for those #investing money on behalf of UK savers and #pensioners, and those that support them. #Stewardship is the responsible allocation,
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@AmatiGlobal
Amati Global
7 days
Amati Strategic #Metals Fund - Boots on the Ground: Gaining an Advantage πŸ“ˆ . In this short clip, Georges Lequime offers some insight into the site visit to G Mining πŸ‘‡ . Watch the full webinar now πŸ‘‰ ⚠️ Warning: Capital at risk. Professional Investors
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@AmatiGlobal
Amati Global
8 days
Autonomous Factory - the future of industrial manufacturing?Β Although this remains years away, the direction of travel across industries is clear. Mikhail Zverev and Graeme Bencke from the Amati Global #Innovation Fund highlight some of the companies held in the #fund that are
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@AmatiGlobal
Amati Global
9 days
"#Cyber operations have turned the convenience of our connected world into a strategic liability. This brings a whole new industry into the #defence equation.”. Graeme Bencke, co-manager on the Amati Global #Innovation Fund speaks to PWM on Defence. Read the article here
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@AmatiGlobal
Amati Global
10 days
"Analysts at @FundCalibre said: WS Amati Strategic Metals is a great portfolio diversifier that taps into unique #investment opportunities, including the transition to a lower carbon world.”. @FETrustnet highlights WS Amati Strategic Metals Fund as top of the table of funds
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@AmatiGlobal
Amati Global
13 days
Amati Strategic Metals Fund - Repositioning for a changing world 🌎 . Metal demand from #decarbonization of the global energy market is a 'WHEN' Sector, meaning it is inevitable the use for metals will increase. Global debt acceleration, de-dollarization and rising political
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@AmatiGlobal
Amati Global
13 days
⛏️Amati Strategic #Metals Fund - Mark Smith discusses the importance of the orientation presentation when on site, highlighting the site visit to @ReunionGoldCorp in this short video. πŸ‘‡. If you liked this video, you can view the full presentation which also highlights the site
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@AmatiGlobal
Amati Global
14 days
🌎 Amati Global #Innovation Fund - "Where does PET imaging go? There's hints that it moves into Alzheimer's disease diagnosis much more broadly and that is a huge unmet need in a large patient population.". Gareth Blades shares his thoughts on PET imaging in diagnostics πŸ‘‡
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@AmatiGlobal
Amati Global
15 days
πŸͺ™ "Over the past two years, central banks around the world have begun to divide in their approach to #gold. The divergence is particularly stark between Emerging Markets and Developed #Economies. While gold has historically played a steady role in reserve management, survey
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