Very good series about the AIM, thanks. From this one, I take Alumasc and Angling Direct, but the valuation in Alumasc not very compelling, the easy money was already made. As for Angling Direct, in first sight not super cheap, but with the buybacks and so on not so bad.
Interesting on Anglong Direct. I'm not saying you should rebook at it or anything but I think there is more to Agronomics than you imply. As I understand it, it is a venture capital fund for food science, health and longevity businesses. Founded by Jim Mellon who is no fool
I think your edit is fair. It probably is a pass because it looks like a portfolio fo lottery tickets. Most lottery tickets expire worthless. Still, a little bit more interesting at least
Soon you will reach AS...
I only know Asthed there so far
Very good series about the AIM, thanks. From this one, I take Alumasc and Angling Direct, but the valuation in Alumasc not very compelling, the easy money was already made. As for Angling Direct, in first sight not super cheap, but with the buybacks and so on not so bad.
Thank you, agreed. That's the goal of this series, to find situations like these early enough.
Interesting on Anglong Direct. I'm not saying you should rebook at it or anything but I think there is more to Agronomics than you imply. As I understand it, it is a venture capital fund for food science, health and longevity businesses. Founded by Jim Mellon who is no fool
Alright thank you, I'll take a look and update my notes in case
I think your edit is fair. It probably is a pass because it looks like a portfolio fo lottery tickets. Most lottery tickets expire worthless. Still, a little bit more interesting at least
All the best
J
Love this series. I compare your thoughts with my screen. Afentra (AET) and Alumasc (ALU) pop up there as reasonably cheap quality companies.
Thank you! Yes both seem interesting.