Time for new names

The last 15 months have seen an incredible rotation of risk and returns and many of the names that offered opportunities last year have done phenomenally well, either because the feared drop in revenues never occurred, or because

Wolfgang Felix24 May 2021AA, CABB, DUFRY, HEMA, LYCRA, LOXAM, RAC, SEADRILL, VOESTALPINE, GENERAL, LOEWEN

Voestalpine - finally, although for all the wrong reasons

Tonight Voestalpine published a press release announcing wide-ranging closures of capacity in the face of the Corona pandemic. We still have

Wolfgang Felix23 March 2020VOESTALPINE

Rotating the book - 11 names we like and a lot more we really don't

Below is an account of each of the names we follow and have begun work on in the context of Covid19 and Oil prices. Several names stand out as having become either uninvestible or outright attractive - already now.