As a seasoned observer and participant in the lithium market, I’ve navigated through its ebbs and flows with a blend of caution and opportunism. My investment strategy, focused on a basket of pre-commercial lithium juniors, was crafted with a long-term vision, fully aware of the turbulent waters of this sector, warned readers, for which I […]
Visiting an old friend in today’s fast-evolving tech landscape, few sectors remain as untouched by innovation as the world of transportation. At the helm of this transformation, one finds Journeo PLC (AIM: JNEO), a trailblazer in information systems and services explicitly curated for transport and local governments. The company’s recent accomplishment — a £2m purchase […]
Aerospace and Defence Giant Rolls-Royce Bounces Back with Impressive Interim Performance. This is excellent news for investors and me too, as I did suggest better times ahead for the renowned aerospace and defence company when I featured it for Sharescope back in January 2022. The share price was in a tailspin for a while, dropping […]
I have a modest financial investment in Insig AI. This article highlights various financial companies that have incorporated AI technology in their operations or provide a range of AI products, investment data, and governance. It is a mad world of corporate finance where AI has been playing a part for much longer than you may […]
I have written extensively about the forced transition from fossil-powered vehicles to electric vehicles (EVs). There is a lot to be said on the topic and from several market sectors, ranging from EV manufacturers, batteries, mining, recycling, and infrastructures, but what about the metals and the commodities? If you remain a lithium bull, then read […]
During 2021 & 2022, I have spent much of my time researching and scaling into a selected group of Companies with exposure to the Electric Vehicle (EV) market. As a result, I have a mini portfolio of lithium miners, battery recyclers, and battery manufacturers in the EV supply chain and lithium miners. However, I am […]
Regular readers will be aware that I have areas of interest when it comes to research and investing. The past few years these areas have been in the human microbiome, greener energy, including more recently in the transition to electric vehicles and the manufacturers of powertrains, electric batteries inside these motor vehicles, and pharmaceuticals. Today’s […]
Lithium-ion Batteries, Recycling for Demand Between our obsession with mobile electronics and the growing popularity of electric vehicles, lithium-ion battery demand is growing at an astonishing rate. You may have noticed I have featured several articles these past months specifically on the evolution, of the ongoing transition from ICE vehicles to electric vehicles (EVs). Most […]
Elric looks at the market trend for EVs, the ever-changing battery technology, battery options, and more. The problems ahead are a far more complex and endeavour than one may imagine, making it a tricky area for investors to navigate. Regular readers will be aware I have written at length on the Electric Vehicle (EV) transition […]
Our second feature in this mini-series on the human microbiome explores skin health, which is far more complex as well as exciting in terms of addressing important skin health opportunities. In this feature Elric Langton looks at two very different British Companies, both leading the world in skin care products, and science. You can read […]
Regular readers will be aware of my interest in the lithium and EV market trends. These trends are far from certain, so one needs to keep an eye on technology and other energy developments that could impact on these trends. In 2022 I have been quite bullish on several lithium mining Companies, as well as […]
During the three decades of investing, I have always tried to adapt to the changing landscape of the equity markets. This has included the use of investment funds, tip sheets as well as following economic commentators, but I have a passion for doing my own research – not to pit myself against anyone, but myself. […]
In this editorial, Elric of Small Company Champion discusses how ESG will impact our lives, our investments, and Corporates’ role in the implementation and consequences of attempts to bypass ESG and one Small Company that is helping fund managers navigate and build wealth through the use of AI. Regular readers of Small Company Champion will […]
Elric Langton continues his energy exploration in the second part of his look at the electric-vehicle revolution with the focus switching from battery manufacturers to miners. Hopefully, you have already read the first instalment of “how to play the electric-vehicle revolution,” which provided a broad spectrum of companies which I believe offer exciting long-term capital […]
Elric Langton explores energy, a regular theme across the investment media and looks at different ways to play the green revolution through various companies. Energy is a regular theme across the investment media and, of course, the investment community. Two battlegrounds are being fought; the cost of energy, which, as we all know, is increasing […]
Elric Langton explores provider of test and measurement solutions for the telecommunications sector Calnex, a company he has had his eye on since their IPO in 2020 and who released a positive trading update last week. I have had my eye on this next gem for some time, in fact, I was growing concerned I […]
As investors, we need to be nimble and embrace market developments wherever they may take us. Climate change, the topic of the moment, has sparked a cavalcade of “green” businesses that have caught my eye. My previous greener features include Insig AI (INSG), Kinovo (KINO), and *Powerhouse Energy (PHE) *before the valuation got silly. Rolls-Royce […]
Today’s featured company is a departure from the riskier and possibly sexier future opportunities and in many ways, Warehouse REIT (WHR) is a boring real estate investment trust, which is not known for its sex appeal or excitement. Sometimes, boring companies build wealth by stealth, as is the case with Warehouse REIT. It invests in […]
Empyrean Energy PLC (EME) is a small Australian oil 7 gas exploration company with huge potential upside if it can succeed with the drill. The company has big hopes for black stuff turning into gold, or wads of cash for investors and the board. The CEO, Tom Kelly, has serious skin in the game. Empyrean […]
Journeo PLC (JNEO) is a tiddler I have had on my watchlist for a year or more. At today’s share price of 122p, the market cap is just £10.7 million, so very much at the lower end of valuations of the companies I have covered. Many investors would view this as a concern, a risk […]
I am sure many readers will be familiar with the impact of COVID-19 on the foreign exchange market. Subjugated to the rises and falls of major economies, the foreign exchange market faced wrath like so many other industries. As unemployment reached unimaginable figures, remittances fell to tragic lows. The year 2020 is a year of […]
