Archive - Upside Downside Capital

PetroTal Corp. - timely investment idea

Debt repaid, dividends & buyback starting, strong recent production

May 16, 2023 •

January 2023

The £63m question at Watchstone Group Plc

Tiny listed company could in theory be awarded multiples of their market capitalisation in damages next month... but NOT pitching as long investment…

Jan 31, 2023 •

Nanoco Group Plc - Settlement Update

Closing out idea given revised risk / reward

Jan 11, 2023 •

September 2022

Surface Transforms Plc - Fundraising Update

Fundraise highlights strong revenue expectations & nicely developing return on capex, but price not ideal.

Sep 29, 2022 •

GetBusy Plc - attractive SaaS business at 1.5x ARR, downside protected, new products provide substantial potential upside as “free” options

Workiro NetSuite integration to be shown at Suite World 2022 this week

Sep 26, 2022 •

AssetCo Plc - downside protected, significant upside, exposure to exciting asset management acquisition journey

Press reported possible Parmenion transaction may help value to be recognised

Sep 12, 2022 •

The Transformation of Surface Transforms Plc

From R&D proving ground to scale supplier to major automotive OEMs

Sep 5, 2022 •

August 2022

Nanoco Group Plc - US trial against Samsung to commence 12th September, compelling risk / reward

Timely special situation investment idea

Aug 25, 2022 •

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