Grindrod Update and thoughts on dry bulk market18 Nov 2021 • 5 min read • 1 1Hei guys I wanted to make an update on my portfolio and on the positions I recently wrote about (Grindrod & Geo Energy). Here’s the link to the article I wrote on the 10th of October on Grindrod: Nate...
GRINDROD SHIPPING HOLDINGS: AN UNDERVALUED DRY BULK GEM10 Oct 2021 • 12 min read • 1 2GRINDROD SHIPPING HLGS: AN UNDERVALUED DRY BULK GEM. Grindrod Shipping Holdings (GRIN) is a South African dry bulk operator listed in both the Johannesburg Stock Exchange (JSE) and in NASDAQ. They ope...
Portfolio Review: YTD & 1Y Returns03 Oct 2021 • 1 min read • 1 1Review of my results YTD, here you have my latest review for comparison. Alex @NateValuetw Everyone's sharing their YTD performance so here's mine 😎 Biggest positions right now 🔽 1. Navios Maritime ...
Geo Energy Resources (RE4: SGX)28 Sep 2021 • 9 min read • 6 4GEO ENERGY RESOURCES Geo Energy Resources (Stock Code: RE4) is an Indonesian coal miner trading in the Singapore Stock Exchange. The company has had an amazing transformation over the last 12 months a...
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