Aberdeen International: Trading at 50% Discount to IV
Price – $0.60 NAV – $1.15 Discount to NAV- 48% Shareholder Equity – $1.31 Discount to Shareholder Equity – … Read more
Price – $0.60 NAV – $1.15 Discount to NAV- 48% Shareholder Equity – $1.31 Discount to Shareholder Equity – … Read more
It’s difficult to do a post on Tesco because what can I say that hasn’t already been said? Seems unlikely … Read more
Description Dart Group PLC started as a flower import business and has evolved into an aviation services and distribution company. … Read more
It is my humble opinion (still!) that the world is going to enter another recession. The rationale for this can … Read more
“Buy when there’s blood in the streets, even if the blood is your own.” Baron Rothschild “When I was young people … Read more
The Situation Europe, UK and the US are all currently mired in a Balance Sheet Recession (BSR). A term for … Read more
By kelpieCapital 2012 Outlook/Predictions Summary “Forecasts tell you little about the future but a lot about the forecaster” Warren Buffett Global Recession … Read more
By kelpieCapital The Opportunity We ALL know the reasons to be bearish on EuroZone equities, it’s on the front cover of … Read more
By kelpieCapital Price – $37.18 Market Cap – $78m Net Cash & Investments on B/S – $35.70 2011 EPS estimate = $3.10 … Read more
By kelpieCapital Price – 350p Market Cap – £227m/ $363m NAV reported at 31st October – $9.09/ £5.73 Price/ NAV – 61% I am a … Read more
by kelpiecapital Price – $1.18 Market Cap – $33m Net Cash on B/S – $1.84 Description Gravity Co is a South Korean video game … Read more
By Kelpie Capital For me, one of the largest red flags in the market has been the continued poor health of … Read more
By Kelpie Capital As James Montier points out – Benchmarking, like most bad ideas, most likely started out with good intentions, … Read more
By Kelpie Capital I have a great deal of gratitude to the Global Strategy Team at SocGen for their extensive and … Read more
By Kelpie Capital This post is an amalgam of various emails I penned over the course of July, August and September … Read more