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Overview Given the market turbulence we might see going forward, I wanted to review the liquidity and leverage of my various portfolio holdings. This might not help the stock price in the short-term, but I wanted to have a quick look at the underlying exposure if we see credit markets starti...
Overview This is an article about my positioning for 2020 and some general reasoning behind it. My portfolio is concentrated to a few specific industries; precious metals, oil, and uranium. The article will not cover the various stocks in great details but rather how I reason regarding the i...
Investment Thesis Standard Drilling ( OTC:SDSDF ) has been trading at a discount to book value in just under a year now. Some initial criticism was that the conservative valuation assumed by the company was not conservative enough. However, after recent fleet sales above book value, the ar...
Investment Thesis Standard Drilling ( OTC:SDSDF ) has increased by 35% since the bottom in late December 2018 and by 13% since my last article on the company in February of this year. Despite the recovery, the stock is still trading at an attractive discount to book value. Figure 1 ...
Investment Thesis Standard Drilling ( OTC:SDSDF ) is now priced at a discount to book value. The company has recently sold vessels above book value and the purchase price, which I view as a good indication that the valuation of the fleet is somewhat conservative. The stock has declined ...