Registered:
4/11/15
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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
catholic


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. https://www.investegate.co.uk/silver-lake-mngt-co/rns/recommended-cash-acquisition-of-zpg-plc/201805110700047701N/ 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).https://www.investegate.co.uk/cie-gen-eta-michelin/rns/offer-for-fenner-plc/201803191714442031I/ 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

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. https://www.stockopedia.com/share-prices/trans-siberian-gold-LON:TSG/news/trans-siberian-gold-proposed-share-buyback-urn:newsml:reuters.com:20190503:nRSC9608Xa/ 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…

Interesting discussion around Burford Capital (LON:BUR) . We’ve seen analysts making a name for themselves by offering a controversial bearish point of view on a stock before. I recall Glencore (LON:GLEN) getting a bashing a few years back when a previously credible analyst put out an extensive research piece demonstrating the equity was “worthless” which knocked about 40% off an already deflated share price (down…

Hi 23jez. Nice to hear from you and pleased that your recent health issues appear to be behind you. I departed the II boards a few years ago. Having gone on a long trip abroad, when I returned I found that they’d changed all of the formats making the site unnavigable so I moved on. Welcome to Stocko - as you say lots of good…

Significant milestone in the development of this “wannabe hole in the ground polyhalite miner” Sirius Minerals (LON:SXX) with the launch of its fully underwritten US$3.8 billion Stage 2 financing this morning. For insomniacs amongst us, take a read through the RNS which should see you off to sleep in no time.https://www.investegate.co.uk/sirius-minerals-plc--sxx-/rns/launch-of-stage-2-financing/201904300701035217X/ This latest round of financing should secure construction of the mine and surrounding infrastructure…

Statement from Ferrexpo (LON:FXPO) this morning on the resignation of Deloitte as auditors followed by two of the non exec directors on Friday afternoon. https://www.investegate.co.uk/ferrexpo-plc--fxpo-/rns/statement-from-the-board/201904290700193654X/ Statement includes the full letter from Deloitte as to the reasons for their resignation which appears limited to the timeliness of initiating an independent review into the misappropriation of charitable donations that may, or may not, implicate the CEO in…

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