Category: Macro Trends

Update on AYSI

Note to regular readers: you won’t find much new info in this post, but it summarizes the AYSI situation for new readers.

Alloy Steel International (AYSI.PK) is a nano cap company headquartered in Australia that uses a high tech, proprietary process to manufacture protective wear plates for mining equipment. Essentially, the company is a picks & [...]

Michael Lind notices China’s mercantilism

This Salon essay by Michael Lind is interesting, not as much for what it says, but for who is saying it: “Innovation and education won’t save our economy”. A couple of excerpts first, then an elaboration. Lind writes,
We’ve heard it a thousand times, from American CEOs, pundits and politicians. And we’ll probably hear it again [...]

A Due Diligence trip to Perth

Readers may recall this is an idea I blogged about last year. I posted it as a project on RocketHub last night: Due Dilly Down Under.
If the project raises $7k in contributions within 15 days, my plan is to travel to Perth in the second half of February and try to find out what’s [...]

The FT: boom times ahead for picks & shovels plays on the mining industry

From today’s FT: “Boost for suppliers as miners dig deep”. Excerpt:
Samuel Brannan became the richest man in California during the state’s Gold Rush of 1849; although he never found a lump of bullion. He made his fortune selling shovels and picks to the gold-seekers.
Fast forward 150 years and the modern version of Mr Brannan – [...]

A long and a short case for Open Table

A couple of interesting takes on OPEN:
Via Seeking Alpha, Geoff Abbott offers a short case for it ( http://seekingalpha.co… ). Excerpt:

“My firm’s research revealed that there are hardly enough reservation-taking restaurants on earth to justify the current valuation on the shares. Often, when we evaluate short prospects, we have to concede that there are future [...]

A research scientist’s take on bio-pharma

Below is a guest post by Short Screen member and occasional commenter here MonkeyPilot, who is a research scientist in the pharmaceutical industry. I had asked him about a stock called BioTime, on behalf of new Short Screen member Market_Sniper, who owns it. MonkeyPilot offered his opinion on BioTime and used it as a jumping-off [...]

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