2nd Quarter 2024 Letter to Investors
In this letter, we discuss persistent inflationary pressures and potential misallocation of capital in financial markets that could lead to future...
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1st Quarter 2024 Letter to Investors
Outperformance of Metals and Mining sector: The fund's gold, copper, and lithium investments outperformed their respective industry...
369 Views
Boss Energy Placement - Heavy Dilution and Doesn’t Appear Well Flagged
Boss Energy (BOE AU) is looking to raise up to A$205m (US$135m) through its primary placement. The proceeds will be used to fund an acquisition and...
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Siemens Gamesa Still Poses High Risks
Siemens Energy aims to make its wind business profitable by addressing quality issues and increasing offshore operations. Gamesa is still facing...
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Leader Energy Holdings Pre-IPO - Still Too Early for an ESG Angle
Leader Energy Holdings (1814173D MK) is looking to raise up to US$215m in its upcoming Malaysia IPO. LE’s revenue has grown on the back of higher...
720 Views