Subscribe
While the flagship Neom project in Saudi Arabia is being scaled back, this geotechnical specialist will make its fortune from the West rather than the Middle East
Michael Taylor is keeping a watchful eye on a company that has been hitting new highs as it goes back to basics
This company owns what everyone else needs, is making smart bolt-on acquisitions and the share price offers an attractive entry point
Its clear investment focus and commitment to openness make it stand out from its peers
An ability to boost its interest margin and customer loyalty means that even a recent share price bounce hasn’t fully realised this stock's value
M&A is always tricky to assess, but this company bought an already excellent competitor and has fundamentally changed its investment case
‘Mine gold, create value’ used to be the motto of this recent London listing, and now a new management team will do just that
The former darling’s share price has fallen on hard times, but now its business model, growth outlook and valuation are too delicious to ignore
The outlook is still sunny for this FTSE 100 equipment company despite a recent demand scare
It is exploiting lesser-known opportunities in Asia