Firm Returns
@FirmReturns
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Investment research newsletter providing detailed analysis of undervalued companies | 🇬🇧 UK based Investor by night 🌒 and CTO of an SME by day ☀️
United Kingdom
Joined February 2022
New report on James Latham $LTHM.L just went out:
firmreturns.com
A centuries old family business, positioned for a period of exceptional growth not reflected in the share price.
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It was a good meeting. Lots of insights. Amazing what you can garner from being there in person.
4am start and over 8 hours travelling for a 1 hour AGM today. Don't say I'm not dedicated 😄
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4am start and over 8 hours travelling for a 1 hour AGM today. Don't say I'm not dedicated 😄
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STB has had significant insider buying in recent months and still trades at <0.5x book value.
Just sent out a new update on Secure Trust Bank $STB.L https://t.co/MtxbxrPwBf
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Just sent out a new update on Secure Trust Bank $STB.L https://t.co/MtxbxrPwBf
firmreturns.com
After a turbulent year, much of the uncertainty has cleared and the current valuation remains highly attractive.
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STB has had significant insider buying in recent months and still trades at <0.5x book value.
Just sent out a new update on Secure Trust Bank $STB.L https://t.co/MtxbxrPwBf
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Just sent out a new update on Secure Trust Bank $STB.L https://t.co/MtxbxrPwBf
firmreturns.com
After a turbulent year, much of the uncertainty has cleared and the current valuation remains highly attractive.
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Excellent development.
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Great to see Capstone announce Orion as partner on Santo Domingo, Ecora's royalty on Santo Domingo would average $30-35m per year over first seven years at current spot prices $ECOR #mining #Copper
Capstone Copper Announces up to $360M Investment from Orion for 25% Interest in Santo Domingo https://t.co/puiBfbb4z2
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Oh hey, this was me a year ago! Same publisher and everything :D To quell some concerns: tinyBuild has been very supportive in affording me the extra time and resources I've needed to get my game in good shape following a last-minute delay. Best of luck to the team and hope
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Just been reading the annual report of a company I cover in my newsletter, and noticed a familiar name among the major shareholders: a fund owning >5% of the company is one of my paid subscribers 😄
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International deep value is the place to be!
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Will we see more tears from the Chancellor at the Budget next month?
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Will we see more tears from the Chancellor at the Budget next month?
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Currently top-6 and a week away from release. Need some marketing to get it to top-5 @tinyBuild so Ian honours his pledge!
KingMakers is now in the top 25 wishlisted games on Steam. So here's my personal cellphone number 1-504-289-4683 😁When we get to the top 5, I'll do something really crazy.
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My publication Asian Century Stocks has just moved from Substack to the newsletter platform Ghost (1/x)
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Currently top-6 and a week away from release. Need some marketing to get it to top-5 @tinyBuild so Ian honours his pledge!
KingMakers is now in the top 25 wishlisted games on Steam. So here's my personal cellphone number 1-504-289-4683 😁When we get to the top 5, I'll do something really crazy.
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Mark the top folks. This value investor has just bought himself a Jag.
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Still a fair bit of integration to be done at Aviva following its acquisition of DLG. Got quoted a 50% cheaper price on car insurance from DLG than AV, and the breakdown cover offered by AV uses a third party rather than Green Flag, which the company has just bought!
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Covers the interim results, full year outlook with price targets, and some new additions to the pipeline showing early potential.
tinyBuild has finally reached an inflection point https://t.co/QaLxmWkQrs
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tinyBuild has finally reached an inflection point https://t.co/QaLxmWkQrs
firmreturns.com
The company turned a profit in the first half, and having stabilised its cash flows, is in a strong position to realise the potential of its upcoming releases.
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