Well-capitalized gold miner with significant upside
The share price of this stock has fallen sharply over the past year, dropping from around 500 pence in mid 2024 to below 295 pence by August 2025. This significant decline is linked to disappointing copper production figures, economic uncertainty and geopolitical tensions, including newly imposed US import tariffs.
Punished on the Markets but We Are Buying
The share price of this stock has fallen sharply over the past year, dropping from around 500 pence in mid 2024 to below 295 pence by August 2025. This significant decline is linked to disappointing copper production figures, economic uncertainty and geopolitical tensions, including newly imposed US import tariffs.
Lagging share price of this fast-growing company offers opportunities
On 22 November 2024, we initiated a position in B&S Group at a share price of €4,10, purchasing 600 shares for our Sharesunderten portfolio. Our decision was based on the conviction that the sharp share price decline in previous months was not the result of any fundamental deterioration but rather driven by negative sentiment and growing uncertainty about the company’s
Time for a promising recovery?
On 22 November 2024, we initiated a position in B&S Group at a share price of €4,10, purchasing 600 shares for our Sharesunderten portfolio. Our decision was based on the conviction that the sharp share price decline in previous months was not the result of any fundamental deterioration but rather driven by negative sentiment and growing uncertainty about the company’s
We look ahead!
On 17 October 2024, we took a position in Outokumpu at a share price of €3,28, purchasing 600 shares. Our aim was to take advantage of what we believed to be an overly pessimistic market view. The Finnish stainless steel producer was under pressure due to a combination of factors, including high energy prices, cheap imports from Asia, and weakening
Buy a dollar for 50 cents
On 12 March 2024, we took a speculative position in Yatra Online, an online travel platform active in the Indian market. The rationale was clear and compelling. The parent company had recently completed the IPO of its Indian subsidiary, retaining a 65 percent stake. That stake alone was worth an estimated $220 million, while Yatra’s total market capitalisation stood at
A Strong Order Book Limits the Risk
Despite a well-filled order book through to the end of 2027, the share price has dropped 30% since it began to look like Trump might win the election. While Trump introduces more uncertainty than other presidential candidates, Sharesunderten still sees enough potential and fundamentals to remain confident.
Can the investor bowl a strike with this stock?
On 4 May 2021, we took a position in Hollywood Bowl Group at a share price of 232 pence. At the time, the UK was in the later stages of the COVID-19 pandemic, but the national vaccination campaign was in full swing. The economy was preparing to reopen, and Hollywood Bowl, operator of 64 bowling centres and a handful of
Shares of the defensive beverage distributor are down more than 50%. An investment opportunity?
On 4 May 2020, during the first wave of the COVID-19 pandemic, we took a position in C&C Group at a share price of 185 pence. By that point, the stock had already fallen more than 50 percent since the start of the year, which in our view unfairly placed it among the market’s written-off names. The concerns were understandable:
This mobile company is going through transformations
On 18 October 2019, we took a position in Nokia Corporation, purchasing shares at €3,11 each. The rationale behind this decision was clear: we identified a lagging share price in a company that had recently undergone a fundamental transformation. The sale of its mobile phone division to Microsoft and its navigation unit to HERE had been completed, and Nokia had