Archive

Portfolio changes 08/08/24

Secure Trust Bank Research Report

Small UK bank with an excellent lending history, long runway for growth, and dirt-cheap valuation.

Portfolio changes 01/07/24

Portfolio changes 11/06/24

Portfolio changes 31/05/24

Portfolio changes 20/05/24

Company Updates - ECOR

Q1 2024 trading update and outlook for the rest of 2024.

Company Updates - TBLD

A look at the highlights and lowlights of tinyBuild's full-year 2023 results.

Portfolio changes 08/04/24

Company Updates - TMI

Grindrod has proposed a selective capital reduction, with the intention of cancelling the shares not held by TMI and delisting the company.