Conor Maguire | Value Situations @ValueSituations
Value Situations in Public Equities. Ex-PE / Special Sits investor. NOT investment advice, for info purposes only, do your own DD valuesits.substack.com Dublin, Ireland Joined October 2018-
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The hierarchy for investing in #gold & #preciousmetals is as follows: 1) Physical, 2) Royalty cos; 3) Large cap miners; then 4) Junior miners This week I wrote about a stock that offers benefits of 1) with the advantages of 2) but without the risks of 3) & 4), and which has…
While CB buying seems to be the headline narrative for explaining recent rise in #gold prices, the trajectory in real yields since Oct-23 might indicate something. The last time real yields reversed from similar levels the price of #gold went ~2.7x over the subsequent 3 years...
While CB buying seems to be the headline narrative for explaining recent rise in #gold prices, the trajectory in real yields since Oct-23 might indicate something. The last time real yields reversed from similar levels the price of #gold went ~2.7x over the subsequent 3 years... https://t.co/9TJXwVhSh6
Interesting to see a former Value Sits watchlist name US Silica $SLCA being the subject of a takeover offer from Apollo $APO . An interesting company, always thought a split of its Frac sand and Industrial Silica divisions would be the catalyst here.. seekingalpha.com/news/4094777-u…
👀 $TE.FP is off ~5% from recent ATH post its 2021 spin-off from $FTI but continues to win significant new contracts w/ major #energy players - Technip Energies Awarded a Substantial Contract for TotalEnergies and OQ’s Marsa LNG Project in Oman investors.technipenergies.com/news-releases/…
👀 $TE.FP is off ~5% from recent ATH post its 2021 spin-off from $FTI but continues to win significant new contracts w/ major #energy players - Technip Energies Awarded a Substantial Contract for TotalEnergies and OQ’s Marsa LNG Project in Oman investors.technipenergies.com/news-releases/…
Latest Value Sits idea just published - A Precious Metals Toll Bridge A royalty-like play on precious metals and other critical materials. valuesits.substack.com/p/a-precious-m…
Interesting development for Value Sits Portfolio name Wood Group $WG.LN $WG - activist Sparta Capital calls on company to explore sale, or US listing. $APO bid to take $WG.LN private a yr ago at £2.40, +70% vs. the current price, w/ performance much improved since then! 👀
Interesting development for Value Sits Portfolio name Wood Group $WG.LN $WG - activist Sparta Capital calls on company to explore sale, or US listing. $APO bid to take $WG.LN private a yr ago at £2.40, +70% vs. the current price, w/ performance much improved since then! 👀
Listened to this a second time, this was an excellent episode. Great to hear @PauloMacro speak in person, his thinking on inflationary recessions & sleeping parts of the market really resonated with me. And always great to hear @hkuppy's latest thoughts, a true original thinker!
Listened to this a second time, this was an excellent episode. Great to hear @PauloMacro speak in person, his thinking on inflationary recessions & sleeping parts of the market really resonated with me. And always great to hear @hkuppy's latest thoughts, a true original thinker!
I've long believed that structural #inflation was the likely outcome post-COVID/Russia-Ukraine & today's inflation reading at 3.5% again points to this being probable & indicative of a #secondwave ... exposure to real assets and companies seems appropriate for this cycle.
I've long believed that structural #inflation was the likely outcome post-COVID/Russia-Ukraine & today's inflation reading at 3.5% again points to this being probable & indicative of a #secondwave ... exposure to real assets and companies seems appropriate for this cycle.
Value Sits conviction name $DWL.LN up almost 5% this AM, and up ~10% over the past week following commencement of share buyback. I recently doubled my position in $DWL.LN in the Model Portfolio, I think the stock is worth 2x - 3x current mkt price. For those interested, my…
Value Sits conviction name $SOL.IT hitting another all-time high this morning, stock up +100% since I first highlighted in May 22 - valuesits.substack.com/p/deep-breath-…
Value Sits Model Portfolio Q1 2024 Review/Update just published - Portfolio return of +2.6% for Q1; exiting DOLE to add to two existing positions. valuesits.substack.com/p/q1-2024-mode…
Value Sits Model Portfolio Review / Update Q1 2024 just published - Q1 2024 Model Portfolio Review Portfolio return of +2.6% for Q1; exiting DOLE to add to two existing positions. valuesits.substack.com/p/q1-2024-mode…
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Seems bullish…🤷♂️🤷♂️ no?? 🤣🤣
Goehring and Rozencwajg: "The world’s two largest producers are now both short of #uranium....these inventories would soon deplete entirely, making this cycle different....we predicted the uranium bull market would soon become chaotic– that period is now upon us"
This will be deeply missed next week at the AGM of $BRK.A $BRK.B. The wit and humor of Charlie Munger.😢🙂
Postcard - Omaha pilgrimage begins…
Burry explaining when the US becomes a ponzi scheme
#Uranium stocks are no longer cheap, @trader_ferg told me. "The only metal I own is tin". We talked about #oil, coal, lithium, electric vehicles, and even dogs ... for many seconds. youtu.be/thM0O13FHQA There are also 2 #lithium stocks & 1 uranium stock in this episode.
@ValueSituations Great thinking around this topic, there is definitely much better recognition of how poor miners are generally as an investment (v trade). You should take a look at Dynacor $DNG.TO which has some similar characteristics and is extremely well run.
If you are asking the question that’s being answered here by @RealRickRule you won’t find a better, clearer explanation than this and you won’t find a better, more experienced person to deliver it. Anywhere. Follow Rick if you don’t already.
Listen to what Rick Rule has to say regarding when the miners will move. Stop asking me this question over and over again… 😅👇 Thanks @hypersonic78 for the video
You’re gonna love this Zim factoid with @RealDougCasey 👇👇
A hilarious soundbite from @RealDougCasey and @hkuppy on why the 100 Trillion Zimbabwe Dollar notes look so nice... "If you don't pay an African Army you are in big trouble" Sign up for a 28-day free trial to watch the full interview: link.kedm.com/DougCaseyHH (no cc required)
This is what did well the last time the US experienced stagflation:
Well there goes one part of the koala’s double secret never talked about on Twitter great thesis from the past 6 months everyone now knows about Arguably the best risk/reward pure play PGM equity available to public investors
Here's my write-up on Sylvania Platinum $SLP.L. It's a hated commodity in a hated industry in a hated country. SLP has half its market cap in cash with no debt and a history of shareholder returns. Could print 140%+ of EV at normalized PGM prices.👇 macro-ops.com/sylvania-plati…
Here's my write-up on Sylvania Platinum $SLP.L. It's a hated commodity in a hated industry in a hated country. SLP has half its market cap in cash with no debt and a history of shareholder returns. Could print 140%+ of EV at normalized PGM prices.👇 macro-ops.com/sylvania-plati…
Tomorrow I'm releasing my write-up on one of my favorite mining stocks. It's a PGM miner with the following characteristics: • Lowest-quartile AISCs • Half its market cap in cash w/ no debt • Buying back stock • Dividend paying • Insiders own shares My other deep dives 👇
Out now - @hkuppy on: - bond market is going to have another aneurism - Uranium & gold (incl. views on miners & $AMRK) - inflation isn’t going back to 2% - preparing for another equity melt-up (but the ride will be very bumpy) podcasts.apple.com/us/podcast/for…
I recently chatted with @JackFarley96 on a bunch of topics… Click below to listen👇👇
Out now - @hkuppy on: - bond market is going to have another aneurism - Uranium & gold (incl. views on miners & $AMRK) - inflation isn’t going back to 2% - preparing for another equity melt-up (but the ride will be very bumpy) podcasts.apple.com/us/podcast/for…
@ValueSituations @fwyburd Coming back to this thread. Hearing some rumours that the TIC business maybe on the block to be sold. TIC is currently valued around 5-6x EBITDA and if it is a proper auction I would expect to be taken out at a higher multiple suggesting event driven upside.
New Mauboussin paper. morganstanley.com/im/publication…
Odfjell Technology made about $31 million in net profits in 2023, has a market cap of about $230 million and an enterprise value at $320 million. The Odfjell-CEO shared some interesting views on the company valuation during our last interview $OTL.OL
What is Event-Driven Investing? "When you are a value investor, fundamentals are all that matter. When you're Event-Driven, fundamentals are kind of the f-word..." - @hkuppy Sign up for a 28-day free trial to track 25+ Event-Driven monitors: link.kedm.com/EventDriven
@ValueSituations This is a good name right here. Look at the incentives of the management too.
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