Let it snow, let it snow, let it snow!

Let it snow, let it snow, let it snow!

‘Oh, the weather outside is frightful But the fire is so delightful And since we’ve no place to go Let it snow, let it snow, let it snow’ As I am sure almost all of you know, the above lyrics form the first verse of the popular Christmas song “Let It Snow!...
Randgold Resources Limited: still digging gold

Randgold Resources Limited: still digging gold

‘Truth, like gold, is to be obtained not by its growth, but by washing away from it all that is not gold’ – Leo Tolstoy In a week when apparently the bitcoin implied market value bested that of Coca-Cola (KO in New York) my thoughts drift back towards gold. The...
The big story remains…the UK

The big story remains…the UK

‘Between September 2015 and October 2017, the proportion of the portfolio’s revenues derived from the UK increased from 41.9 per cent to 55.5 per cent’ – Financial Times quote on Neil Woodford’s flagship £8bn equity income fund The lengthy interview in the...
Schlumberger Inc: drill, baby, drill

Schlumberger Inc: drill, baby, drill

“All that matters is winnin’!” No doubt I missed the deep philosophical undertones that the script writers of Dallas embedded within their hit show of too long ago to remember but even in my formative years I quickly realised that hitting a big oil...