Profiting from spin offs oppurtunity ala Joel Greenblatt. ALNT and CKSN

I’ve just finished the chapter in Joel Greenblatts book on Spin-offs and how the canny private investor can profit from them. I did a quick google for ”spin off lse” today and noticed the Cookson group has very recently split into two new companies – Vesuvius and Alent. One is to do with steel, the other ceramics/chemicals […]

Detailed summary of PV Crystalox Solar PVCS – Reiterate BUY

Ok, for those that haven’t heard of PV Crystalox (PVCS) already, here is my summary and the reasons I am invested. I read it as a great opportunity to double your money in 6-9 months. BRIEF summary: Cash rich company preparing radical restructure and cash return to shareholders 2Q2013. All figures in Euros. Background: They […]

Capital Drilling – CAPD – BUY

I’ve bought some capital drilling this morning after Centamin CEY suspended operatinos in Egypt. CAPD do provide services to CEY but they also have many other customers. The drop of 40% seems well overdone. Admittedly this is only a quick glance but the company seems profitable, has varied customers and i expect some sot of […]