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Ross Jennings

Investor

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues6Foundeda year agoLast Issue14 days ago
Active

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Latest Issues

Post June Announcement on NILI

Inevitably there are some divergent reactions to the recent announcement(s) on NILI so, as the Director of its previously largest shareholder, presumptively I thought it appropriate to summarize my reaction:

Firstly, I don’t think this sho...

14 days ago
32
6

Recommended reading

A just published book: The Unanchored Central Banker (Demography, Fiscal Instability, and an Erosion of the Central Bank’s Inflation Fighting Ability) by economists Manoj Pradhan and Charles Goodhart

Very insightful for those with direct/i...

17 days ago
6
1

May Update on Surge Battery Metals (NILI)

Though I’ve replied a few times over the past few weeks to questions on Surge Battery Metals (NILI), now that its updated MRE is out and SCP has provided its updated equity analysis on 14th May, I thought I’d summarize my own views:

The up...

a month ago
42
7

On Pre-Funded Equity Warrant Issuances (especially for the wonkish amongst you)

A company’s recent pre-funded warrant issuance caught my attention given its $0.0001 exercise price and relative materiality to the scale of the company. Not a company I own shares in but still of interest.

In looking into this concept, o...

2 months ago
16
7

The Value In Being Absent A Royalty Ahead of FS: P2 Gold & MLP

A few weeks ago someone recommended I look at a particular gold mining company. In doing so I saw that it has an existing 3% NSR royalty which, given its set of other factors (including market capitalization and likely years before product...

2 months ago
33
4

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