Venture: Update - Middle East
The missile strikes on Iran have stirred markets with large moves in natural gas, oil, and precious metals. The dollar is also up.
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SolGold (SOLG)
SolGold is in discussions about a takeover by Jiangxi Copper. It held a Court Meeting and a General Meeting on
Venture: EM Chemicals
This is a cyclical industrial recovery, and today’s company is well placed to benefit. What’s more, it trades on a rock-bottom valuation.
Venture: UK Chemicals
Chemicals are rallying as part of the global recovery in cyclical stocks. We researched the opportunities and have found another gem.
Venture: US Sporting Goods
We’ve found one that is undervalued, ridding itself of underperforming brands, and repairing its balance sheet.
Venture: Precious Metals Correction
After a few brutal days in precious metals, I wanted to highlight some key charts before we get into some portfolio updates. Let’s start with the gold price.