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Horizonte Minerals is not too far away from entering the ranks of the world’s top nickel producers. It’s a peer group that boasts some illustrious names, including Vale and Anglo American, and which encompasses market capitalisations measured in the billions rather than the millions or hundreds of millions. But how likely is it that Horizonte … Read more

Sir Mick Davis is the man who made Xstrata into a colossus during the mining boom of the first decade of this century. He was in the running for top job at Glencore, but lost out in a power struggle with the recently-retired Ivan Glasenberg. Davis never went away though. After he left Xstrata he … Read more

Clipper Logistics‘ focus on the retail supply chain has made it a clear winner from the on-again/off-again lockdown environment.  As is widely acknowledged, the coronavirus pandemic has accelerated the trend towards online shopping, such that even traditional bricks & mortar retailers are having to adapt to multi-channel retailing.  As Clipper sees it, ‘having an online … Read more

The graphene market will be big. Of that, there’s not much doubt. Exactly how big, and at what pace it will grow is another matter. But many analysts reckon that today’s $85million market will be worth over $1billion within three years. That’s more than a tenfold increase in less time than it takes to permit … Read more

In commercial terms, there have been undoubted winners and losers from the coronavirus pandemic and Bloomsbury Publishing looks like a winner. Lockdowns have sparked a surge in interest in reading while a strategic move to become a digital business focused on the academic and professional information now looks far-sighted. The strategic growth initiative hatched in … Read more

What’s close to home, but also a good way to play the emerging opportunities in the green economy? Savannah Resources provides one possible answer. It’s been involved in the lithium space for some time now and is beginning to build up considerable expertise and know-how. One of the major highlights in the portfolio has long … Read more