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Donald pond's Latest Blogs

A long time ago I used a discretionary wealth manager, Brooks MacDonald Brooks Macdonald (LON:BRK). Despite giving them a cautious mandate, they put a load of my assets into the IPOs of Squarestone, an AIM listed Brazilian property developer than soon delisted, and Ncondezi Ncondezi Energy (LON:NCCL). Ncondezi Energy (LON:NCCL) promptly lost over 90% of its value, I fired Brooks Macdonald (LON:BRK) and started managing…



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Really good stuff, much appreciated, though all my faves seem to be in no man's land at the moment!

Hi Jack, I like your channel, very informative. Fancy casting your eye over Block Energy (LON:BLOE), EVRAZ (LON:EVR) and Anglo Asian Mining (LON:AAZ) some time? EVRAZ (LON:EVR) is a beast of a cash machine, Anglo Asian Mining (LON:AAZ) is going that way and I think Block Energy (LON:BLOE) could follow them soon. They are quite news driven but I am a big believer in combining…

Thanks monty, good to know its not just me! For anyone that is interested, the Hardman note published last week is a great introduction and this interview with the Hardman analyst is enlightening also: https://www.directorstalk.net/interview-anglo-asian-mining-outstanding-cash-generation/ The key things are prodigious cash generation, a 7c and growing dividend, and the chance that it is sitting on a very sizeable discovery indeed

The lack of coverage of stocks like Anglo Asian Mining (LON:AAZ) on Stocks does astonish me. You have a company here that is growing strongly, paying a sizeable dividend, with huge cashflow, debt free, relatively recession proof, with all of the Stocks indicators suggesting it is absolutely top drawer, and yet there is no discussion. The AGM last week had about 30 knowledgeable private investors…

I think the main reason for NWs failure is a lack of clarity about what he is trying to do. Terry Smith, Warren Buffet, Lindsell Train, they can all explain their philosophy in a sentence and you can see how all their holdings fit into it. BDEV, BUR, Benevolent AI, Kier, RM2, PurpleBricks: it really seems a totally random selection of stocks that NW has…

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