ZCCM Investments Holdings is a little-known mining small-cap that could become a multi-billion dollar giant. The company – and its stock – may not remain dormant for much longer.
Weekly dispatches
Andersen Group – a beneficiary of bureaucracy and box-ticking culture
Taxes, compliance and regulations only ever increase. Andersen Group is making a mint from helping wealthy clients navigate this growing burden.
Raiffeisen Bank International – the Ukraine proxy still on sale
Austria’s Raiffeisen Bank International is up 200%. It remains one of the smartest (and cheapest) proxies for investing in the CEE region, including Ukraine.
Camellia – modernising a “secret” agriculture company
London-listed Camellia PLC long seemed like a relic from bygone times, but it has recently updated its capital allocation strategy. Does a short-term catalyst beckon?
Switzerland – Europe’s overlooked activist opportunity
Japan is currently being hyped as a target-rich destination for activist investors – but Switzerland may deserve just as much attention.
Ukraine – invest now rather than later
Everyone expects a ‘Marshall Plan II’ for Ukraine’s reconstruction. What if the best opportunities appear before reconstruction – while most investors are still waiting?
Ukrainian agriculture stocks – the world’s ultimate land bargain?
Ukraine is famed for its “black soil” and long known as the breadbasket of Europe. But does its agriculture sector still hide overlooked investment opportunities?
GPW – the changing fortunes of the Warsaw Stock Exchange
Poland has become an economic powerhouse, and the Warsaw Stock Exchange – a listed company itself – is finally taking off.
Uzbekistan is gathering pace – what to look at now
Uzbek investments are starting to take off. Which ones are worth investigating, and how can you research them?
Gold Reserve – the #1 way to get exposure to Venezuelan mining?
Canada-listed Gold Reserve has legal claims against Venezuela but may instead return as a gold miner. The stock could be set for a breakout.
Burford Capital – back from the dead?
London-listed litigation financier Burford Capital is trading at its lowest valuation multiples in years. Are multiple catalysts lining up for a re-rating?
Dating stocks – value plays or melting ice cubes?
Match Group, Bumble and Grindr have sharply fallen out of favour. With valuations near historic lows, should investors ‘swipe right’?
Litigation investing – a route to riches (sometimes)
Investing in litigation claims is risky, but it can make 10, 50 or even 100 times your money. Here is a run-down of 20+ (mostly current) examples.















