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This space is reserved for MrContrarian to introduce himself.

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.http://www.freesharedata.com/top-ten-table 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 (http://www.mellocast.co.uk) has been launched today. The first film is…



MrContrarian's Latest Comments

There was a naughty prelims RNS after hours yesterday by Powerfilm http://www.investegate.co.uk/powerfilm--inc--pflm-/rns/powerfilm-reports-2014-full-year-results/201503301636218909I/

Vislink (LON:VLK) shares boosted at noon by Simon Thompson re-tip as well.

AVAP has options over 22 new ATR planes, which have a premium value of $1.4m each, so an additional $30.8m value which is not yet reflected in AVAP's balance sheet.If the premium reflects the discount to list price I don't think that's an asset to AVAP since planes are always sold at large discounts to list.

Snoozebox (LON:ZZZ) still jam (possibly with a croissant) tomorrow. An EBITDA loss in 2015 is disappointing since it excludes the cost of the V2 unit. EPS f/c was already for a 0.58p loss.I've seen the demo V2 and it looks very good but long term earnings visibility is still poor.

See http://boards.fool.co.uk/which-oil-companies-for-the-long-term-13156501.aspx?sort=whole#13156501 for the hidden costs of using an EFT or even worse a geared EFT for playing oil.

MrContrarian's Top Awards 4




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