Articles by: PETER BRAILEY

EPIC PTAL
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PetroTal Corp- Interesting activist Institutional Investor engagement

It’s been a while since I commented on PetroTal Corp (PTAL) – a Peruvian based oiler. My views on this investment case turned negative back in late 2019, and I came in for some slagging on social media for even suggesting it was not the best investment since sliced bread. My last substantive comment was in June 2020, after the company placed to manage the working capital position, as I suggested was required. A cornerstone Institutional Investor is now engaging with PI’s and other II’s to see the best outcome for shareholders. I find this very interesting on several levels.

  • By Peter Brailey
  • 2022-02-12 10:40:59
EPIC CMET
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Capital Metals – Where’s Gasser when you want him?

Tom Winnifrith commented on Capital Metals (CMET) in yesterday’s bearcast.  This is a share I have held, on and off, for the last year. I like the potential, and the valuation appeared unstretched, but yesterday’s placing came as no surprise to me at all. I actioned my hunch back in December and sold 80% of my shares, but is it now a buy?

  • By Peter Brailey
  • 2022-02-10 08:31:51
EPIC SAE
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Simec Atlantis Energy- It just gets worse. SELL: this is a zero

It has been a little while since I last commented on Simec Atlantis Energy (SAE) and highlighted all the red flags of the investment case. Today’s news that the Uskmouth Planning application has been withdrawn is perhaps surprising at first glance, but in my view, it is fully explainable using a single word – cash. Are we final reaching the death throes of this dreadful company?

  • By Peter Brailey
  • 2022-01-27 12:18:14
EPIC
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Scottish Power – why this green energy con is an expensive lie & 0/10 for customer service

Tom commented over the weekend in Bearcast about the issues he is experiencing with Scottish Power. I have likewise experienced frustration with this organisation, not for as long as Tom has, but sufficient for me to quickly elevate matters. I am pleased to say my issue I had has now been partly resolved. But it begs some questions and examination. The biggest one is just how many Guardian reading poltroons buying "green energy" realise that a) it is not and b) that it is so expensive?

  • By Peter Brailey
  • 2022-01-25 08:16:19
EPIC ORCA
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Orcadian Energy - is the tide turning on UK offshore oil and gas? It is - BUY

The last 6 months has seen a push and pull between two opposing views – the “need” for green energy and the real need for cheap energy. The former does not result in the later – far from it. Despite what the BBC and many others, would claim these are two largely incompatible objectives, unless we change the society we live in. At some point progress has to be made to reconcile the two opposing views and face the reality – we need new oil and gas UK based production of scale. I see Orcadian Energy (ORCA) leading the way in illustrating how we can achieve this outcome.

  • By Peter Brailey
  • 2022-01-20 08:16:42
EPIC HUI
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EXPOSE: Hydrogen Utopia – More red flags than in Jeremy Corbyn's wettest of dreams

Where do I start on a crock-o-shite? Do I start with the valuation? Do I start with connected parties? Do I start with the technology? Do I start with the Aquis (lobster pot) market? There are so many options I find myself spoilt for choice. Hydrogen Utopia (HUI) really has to be a standout investment case of red flag options.

  • By Peter Brailey
  • 2022-01-19 13:29:04
EPIC UJO
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2022 Vomit List – 3rd time lucky for a full house of 10 oil dogs

For the third year, I’m going to belch forth and see if my crystal balls (being an Engineer I don’t put all my eggs in one basket) can spot the oily sector shares which just make me retch when I think about holding them. Most investors are coalescing around the view oil prices will be stable to up chucking, but can we congeal around those sector investment cases that really make you toss your cookies? The 2022 Vomit list – I would rather hold a bucket of puke than these shares.

  • By Peter Brailey
  • 2022-01-03 10:48:00
EPIC
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2021 Vomit List Review– How has a Rising oil price impacted my Crystal ball clarity?

So here we are once again considering the merits of a bucket of highly avoidable oily sector investments I heaved into a bucket this time last year, uninfluenced by free pork pies or site visits. The 2021 Vomit list. After chucking up 9 out of 10 winners in its inaugural 2020 list, what has 2021 thrown up? Perhaps none given the rising oil price? Don’t be silly - “Lying” Steve Sanderson would never let me down!

  • By Peter Brailey
  • 2021-12-31 08:07:46
EPIC
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The ShareProphets 24 tips of the year for 2022 – No 14 is a BUY from Peter Brailey

Between Boxing Day and January 3 all of our writers will be serving up their share tips of the year for 2022 - and now a new occassional contributor has stepped up to the plate so that will be 24 tips.  Fourteenth in our series is a BUY from Peter Brailey. He writes in his inimitable and semi-literate fashion:

  • By Peter Brailey
  • 2021-12-30 10:11:40
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