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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

Stanley Gibbons (LON:SGI) Auditors say "have not received all the information and explanations we require for our audit and were unable to determine whether proper accounting records have been kept." SGI have also lost several high value items from their stockroom. Is there anything left to screw up in this company?

Crawshaw (LON:CRAW) - Disappointing to see an experienced Chmn like Richard Rose & ex-LIDL CEO issue an RNS that doesn't ring true. Would have to be much cheaper for me to buy now.

Electric car brake pads will last longer due to regenerative braking. The longevity of the battery pack is the biggest concern. Although rated mileages are very high experience with laptops is not encouraging.

Re the Friedman quote "The dog catches the car. And, of course, it has no idea what to do with this car. There is no plan."There is no plan! That's not right. No, these dogs want to drive the car but only when they get in the driving seat do they realise they are incapable. There are so many controls which take months to master…

MrContrarian's Top Awards 4

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