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Simon Thompson: A different approach to stockpicking has delivered a 69 per cent return in three years
Simon Thompson: Portfolio company announces significant new investment from Meta, as a flagship holding is sold
Simon Thompson: A new strategic partner and access to a deeper pool of capital are key to boosting the share price
Simon Thompson: Shares trade on a huge discount and the fleet鈥檚 value is higher than the company鈥檚
Simon Thompson: Its precious metal holdings are on a tear and there should be material gains from its two largest unlisted investments, too
Simon Thompson: The combination of a 6.5 per cent dividend yield and 13 per cent discount to NAV is attractive
Simon Thompson: The company trades on a 34 per cent discount to NAV (ex-cash) even though the portfolio continues to overdeliver
Simon Thompson: The shares are lowly rated and offer exposure to a high-growth area of the mobile payments market
Simon Thompson: Results from a financial and legal services group highlight why shareholders can expect a decent bid premium on the lowly valued shares
Simon Thompson: Proposed sale of South African operations frees up capital to expand and pay off debt
