Occupation: Private Investor

Interests: Asian Markets, Emerging Markets, European Markets, Funds, International Stocks, Oil, Property, Stocks, US Market

Location: Surrey

Fantasy Fund: Gus 1065's Fund

About Me:

Ex investment banker specialising in ABS/RMBS and Principal Finance. Now a slightly less stressed house husband, dog walker, long distance cyclist and scuba diving PI.

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk

Gus 1065's Latest Blogs

Agreed cash bid by Silver Lake Management for ZPG (LON:ZPG) (the property agent formerly known as Zoopla) @ 490p per share announced this morning. 31% acceptances (including largest DMGT holding of 29%) already committed, so well advanced but not yet in the bag. C.30% premium on share price already up 10% or so in the last couple of weeks. Interesting punt given the cloud…

Appreciate O&G is generally off limits, but a footnote for the Falcon Oil & Gas (LON:FOG) record that the Northern Territory authorities have lifted an historic moratorium on O&G fracking/development in the state that will allow Falcon Oil & Gas (LON:FOG) and their partners to develop the substantial Beetaloo gas field in the state that was identified a few years ago. Shares have been in…

.... is having another Monday morning off. Anyone else seeing any more than about a dozen (pretty inconsequential) announcements on any of their usual news feeds? Gus.

All cash bid at 610p per share announced after hours on Monday evening for Fenner (LON:FENR). Missed it first time around wading through all of the portfolio red ink! Not yet fully in the price but has been on a decent run of late. Gus.

Not necessarily plugging this as an investment, but fascinating to follow the development of this polyhalite mine up in the North Yorkshire moors by Sirius Minerals (LON:SXX) . Very much a “ jam tomorrow” story stock (already a decade in the making and no production expected until 2021) but the logistics behind the development read like something from a long gone period of British industrial…

Gus 1065's Latest Comments

Burford Capital (LON:BUR) have provided their (market expert’s) analysis of the Muddy Water’s short attack last week. Interesting to read and no real surprise there’s plenty of alleged mud being slung. Whether MW’s behaviour was “illegal” as opposed to just “sharp” is one for the lawyers. Beyond that whether the regulators then have the appetite/will/resources to take on a lengthy action against a well…

Putative opening cash and shares bid from French O&G Maurel & Pom valuing Amerisur Resources (LON:AMER) at 17p a share (Friday’s share price rise to 16.5p seemed remarkably well informed). Company presumably thought it was a low ball offer hence opening up the books announcement last Friday to potential suitors. Hopefully more interest will be smoked out by this. Gus.

Update on the Teinver case appeal process resolution reported this morning. Worth (IMO) reproducing the full text for posterity as an example of how Burford Capital (LON:BUR) go about marking to market their investments through the process. Gus —————- 30 May 2019 BURFORD CAPITAL ANNOUNCES SUCCESSFUL CONCLUSION TO TEINVER ANNULMENT APPLICATION Burford Capital Limited ("Burford Capital" or "Burford" or "the Company"), the leading global finance…

Morning Paul. Thanks for the write up on Pets at Home (LON:PETS) . A decent enough business still slightly under the cosh from being “private equitied” (i.e. taken private, sliced and diced, leveraged to the hilt then tarted up for re-listing at an inflated valuation) twice in its recent past. There was a good dissection of this and a couple of other case studies (Debenhams…

Wondered if any holders in Trans-Siberian Gold (LON:TSG) have a view on today’s proposed buy back of shares from the principal owners (UFG fund) at a huge 42% discount to the prevailing share price. At face value the purpose seems rational (a leveraged re-cap to create liquidity to buy out shares from a long term investor looking to monetise their position in a generally…

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