venture

Issue 39; This week, Centamin (CEY) was bid for with an agreed price within a few percent of the analysts’ forecast price. Some people have suggested that analysts’ forecasts are worthless. To that, I would say all three of Venture’s takeover bids over the past year have been within

CEY has been bid for by AngloGold Ashanti (ANG South Africa, AU USA). Each share of CEY will be paid 0.06983 New AngloGold Ashanti Shares and $0.125 in cash. This equates to an offer of 163p per CEY share as of last night and is a small premium

Issue 37; Time to Consider Gold Exploration The smart crowd will tell you that the gold miners are risky businesses and that the royalty companies, which are lenders with the first claim on gold production, are much better businesses. That is true because having the first claim on production is

Issue 36; The average Venture stock has returned 17% since inception in September 2023. The best stock is up 103%, the worst is down 38%. In this issue, I provide an update on the laggards, all of which offer great potential at low prices.

Issue 35; Personalised Drugs The speciality pharmaceutical industry focuses on high-cost, complex care therapies for patients with challenging disease states. Medications range from oral to cutting-edge injectable and biologic products, which often carry high risks of side effects, and can be personalised to the patient’s needs. The drugs themselves

Issue 34; Managing Risk with Diversification This update follows yesterday’s Atlas Pulse, where I examined the latest all-time high for the gold price. I looked at the positive flows into the ETFs following four years of contraction. I also covered inflation, bonds and the money supply. Finally, I looked