As mentioned in my writing on the Singapore dollar, the most dangerous thing in finance is the “thing” that never moves. This stability creates an illusion of control around which many positions are built, the greater the perceived stability the greater the positions, and the more other assumptions and forecasts
Internally we have a running joke here. We talk of the “Yeti” deal. Like the Yeti, everyone has heard about the deal but few have seen it, and the longer this persists the greater the doubt that the “Yeti” actually exists. The “Yeti deal” is a project that I began
Since I last spoke with Ranjeet, CEO of Challenger Deep Resources (CDE-TSXV) a few weeks ago, a significant development has occurred; CDE has entered into a binding LOI with an Australian entity to acquire its Indonesian subsidiary for $2,000,000 and leave Challenger with a royalty for life of mine coal
In June of last year our colleague Scott caught up with Ranjeet Sundher, CEO of Challenger Deep Resources (CDE:TSX-V), a company focused on coal development and production in Indonesia. Whilst in Singapore he penned a summary of their conversation, Conquering the Indonesian (and Mongolian) Frontier. Scott sat down again with
Our friend and partner Mark Schumacher recently brought what I feel is a fabulous undervalued opportunity to my attention. Mark is both the President and founder of Thinkgrowth, a boutique investment advisory firm in Massachusetts and a contributing editor to our investment alert service. Mark’s last short sale trade on
It’s one of the world’s oldest beverages. Brewed by the average man to stave off waterborne disease in the Dark Ages and peddled by European monasteries, today beer is a $104 Billion dollar industry comprised of many thousands of breweries, ranging from commercial to backyard. We know beer is a
The first wave of modern globalization took place during 1870-1913, when both capital and labour moved freely across international borders. Things have changed a lot since then as ever increasing restrictions have emerged for capital mobility, due in part to a surge in nationalism and increasing levels of government interference
Turkey holds many fond memories for me. It was a country I first travelled to on a whim, after watching Midnight Express. The film is based on the true story of a young American student sentenced to spend 30 years in a Turkish prison for smuggling hashish out of Turkey.
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