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Metlen Energy & Metals — Positioned at the heart of secular trends
Christmas Special 🎄 A setup build on trends in defense, critical minerals, construction and insider buys…
Dec 18, 2025
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Modern Investing
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Royal Vopak - Excellence since 1616
Irreplaceable assets priced at 7.5x P/FCF, transformational growth and a 6.5% shareholder yield…
Nov 24, 2025
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Modern Investing
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National Security and Tariffs — U.S. Steel Producers Are Poised to Print Money
Update on Gerdau and Views on the U.S. Steel Industry
Oct 20, 2025
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Modern Investing
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DCC plc | 31 years of excellence at a discount
A compelling investment with a near imminent catalyst to unlock shareholder value
Sep 29, 2025
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Modern Investing
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Johnson Matthey: Turning a Melting Ice Cube into a Cash-Flow Machine
After 200 years of refining precious metals, Johnson Matthey is finally refining itself…
Aug 11, 2025
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Modern Investing
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Bulls make money, bears make money, pigs get slaughtered
Prepare for higher volatility, violent moves, and an unwind in positioning...
Jul 23, 2025
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Modern Investing
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