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Investment Strategy

Value, low PE, low EV/sales or discount to NAV for resource shares.

Bullish on oil, uranium & soft commodities long term.

MrContrarian's Latest Blogs

I've set up a page where you can enter your top ten holdings (by value) and see everyone else's. There's an optional cash holding % box. It also compiles the Top Top Twenty continuously. Credit to Carmensfella for the idea. We'd like as many entries as possible, so make yours now. Don't worry about the exact order of your top ten. New features Correlation with…

Many investors have asked if the Mello* company presentations and Q&A can be broadcast. Not yet, but the founder of Mello investor meetings, David Stredder, has worked with other experienced investors to close the gap between boards and shareholders. A new video channel that allows each and all to have their questions put to directors, Mellocast ( has been launched today. The first film is…

MrContrarian's Latest Comments

I'm short of Games Workshop (LON:GAW). They are gouging the gamer client base with higher prices and ever more characters while starving the shops of cash. Shops have moved to single (low pay) person operation and are alleged to have 30% staff turnover. Most sales are to collectors now, not players of Warhammer etc. So where is the next generation of collectors coming from? Richard…

Fundraisings/false markets: Better ask Sydney. Trading halts on the ASX are no big deal and are used for fundraises and secondary placings The City will resist the regular easy pickings of course.

Fairpoint: "The notion of extending the small claims limit has been a topic of debate for some time...[Fairpoint] has an operational capability designed specifically in anticipation of such changes." I took this to refer only to the small claims change so It's unclear whether they benefit overall from the Chancellor's changes.

I had a a veiled thread of libel action from the chmn of a company after I'd questioned him on how a share buy back had resulted in directors getting bought out at surprisingly good prices.

The SGI warning. and the halving of f/c by the house broker (who will have spoken to SGI), don't make sense. They saw H1 weakness 2 weeks ago. Now a further 13 days of trading convinces mgmt that the whole year is screwed. If you can halve your profit based on an extra 2 weeks of data then either the forecasts are worthless or they…

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