Upside Downside Capital

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PetroTal Corp. - timely investment idea
Debt repaid, dividends & buyback starting, strong recent production
 • 
Alan
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…
 • 
Alan
Nanoco Group Plc - Settlement Update
Closing out idea given revised risk / reward
 • 
Alan
10
September 2022
Surface Transforms Plc - Fundraising Update
Fundraise highlights strong revenue expectations & nicely developing return on capex, but price not ideal.
 • 
Alan
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
 • 
Alan
1
AssetCo Plc - downside protected, significant upside, exposure to exciting asset management acquisition journey
Press reported possible Parmenion transaction may help value to be recognised
 • 
Alan
The Transformation of Surface Transforms Plc
From R&D proving ground to scale supplier to major automotive OEMs
 • 
Alan
2
August 2022
Nanoco Group Plc - US trial against Samsung to commence 12th September, compelling risk / reward
Timely special situation investment idea
 • 
Alan
3
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