The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Russia's GDP today is growing at a rate of 3-6% YoY. It's one of the fastest-growing economies on the entire planet. The war factories are humming at full capacity, 24-7-365. Western sanctions have had little to no effect.
The UK is already (much) closer to the USSR than we realise. The extortionate (and rising) tax, the vicious enforcement of wrongspeak and thoughtcrime, the growing restriction on freedom of domestic travel, the state nannying in every public space, the encroachment to control what the population say and do in their private home, the queues to see an NHS doctor longer than a 1970s USSR bread queue... All the signs are there.
Alright, people. We bought the dip. Now time to let it rip.
The (huge) buyback is underway. DEC is growing revenues, slashing debt and growing profit.
At a PE of 1, versus an oil-gas-sector average of 7, the upside potential here is eye-popping 🚀
Gunsup,
Fun fact... Israel-Iran is the world's first ever war in space.
Israels's Arrow 3 system -- made by IAI and Boeing -- is intercepting some Iranian ballistic missiles outside Earth's atmosphere. The planet's first off-Earth conflict was an intercept from a Houthi attack on Israel in Oct 2023. And now several more exoatmospheric intercepts from Iran were confirmed last weekend in Apr 2024... Star Wars is upon us.
FTSE 100 looks set to tank 100 points today. Israel-Iran tensions, Ukraine nuke plant meltdown fears, hotter inflation in US, China GDP growth meh, sticky wage growth in UK, unemployment wobble in UK, terror alerts rising everywhere from Russia to Australia to Paris. April is on track to be the worst month for the markets for some time.
MNG has plunged a staggering -20% in the past 3 weeks, during a period when the FTSE 100 overall has risen +1%. That is a very bearish sign. Wouldn't be a surprise to see this drift back down to test the 150-175p range.
Yup, a ridiculous headline. Iran is ~600 miles away from Israel, and it must cross the land of their worst enemy (Iraq) to get there. Meanwhile, Iranian drones are made with lawnmower engines! This was just a bit of theatre, for the Iranian masses in the domestic arena. Play some rockets and explosions on the evening TV news, and the people will think they got a win. WW3 is postponed (for now).
Another great week on the DEC train. Now up an impressive +37% in just 2 weeks. One of the best-performing shares in the world right now. Technical charts look very bullish, with a strong double-bottom formed. Two of the 6 shorters have now started to reduce their short positions. Peel Hunt has the power to buy 10% of all shares, a huge buyback program. Takeover rumours swirling the oil-and-gas industry, such as BP, means DEC could become a takeover target for industry consolidation. The firm has some of the best ESG (green) credentials in the industry, a leader (for example) in the methane space. DEC is growing revenue, cutting debt, and increasing profit The PE ratio here for DEC is at 1 (and rising), versus a sector average of 7. Significant multibagger potential upside. The DEC train could become a rocket 🚀👍
Iran-Israel mini-war, oil price re-rising, US inflation making a comeback, Fed June rate-cut hopes fading, famous US billionaires offloading stock last month, disappointing financial results from US banks today, Nasdaq and S&P plunging below their 50-day trendlines. It all points to the S&P500 sliding back under the 5,000 level in the next week or two ↘️
Yes, this is starting to move. The HEX IPO was heavily oversubscribed, helium is a critical (irreplacable) product for the US, and helium prices have rocketed +800% in the past 6 years alone. HEX is a hot drill in a hot state in a hot country for a hot gas.
Alright, people. Yet another +5% day! Day after day. The CEO has become "Mr Five Percenter". The 1200p level now may be here sooner than we think. Charts look very strong. And NY comes online shortly, to replace the misery and gloom of London.