Archive - European Stock Picks

Chargeurs Tender Offer.

CEO Michaël Fribourg lanches a tender offer at €12 per share with the aim to achieve a majority stake in the company.

Dec 20, 2023 •

Update after Q3 2023 Earnings Season

I know I am late but let’s have a look at how the companies I’ve written about performed in Q3 2023. AMG Critical Materials N.V. Performance -39.16% The…

Dec 18, 2023 •

October 2023

Update after Q2 2023 Earnings Season

After a summer hiatus let’s have a look at the performance of the companies presented so far (hint: no so good). AMG Critical Materials N.V. Performance…

Oct 4, 2023 •

June 2023

Update after Q1 2023 Earnings Season

Once Q1 2023 earnings season is over, let’s have a look at how the companies I have presented so far have performed. AMG Critical Materials N.V. First…

Jun 7, 2023 •

April 2023

AMG Advanced Metallurgical Group N.V. Update

The last weeks of March were quite intense at AMG, first with the announcement of the acquisition of a 25% stake in Zinnwald Lithium PLC, and later with…

Apr 13, 2023 •

March 2023

Update after FY 2022 Earnings Season

Now that earnings season is over let’s have a look at the companies I have presented in the last months. AMG Advanced Metallurgical Group N.V. Great…

Mar 13, 2023 •

February 2023

The world leading company you've never heard about.

Feb 8, 2023 •

January 2023

Construcciones y Auxiliar de Ferrocarriles S.A.

A company to benefit from the New Green Urban Mobility

Jan 4, 2023 •

December 2022

AMG Advanced Metallurgical Group N.V.

Clean energy materials company focused on Lithium.

Dec 6, 2022 •

European Stock Picks

Investment Ideas from the Old Continent.

Dec 5, 2022 •

November 2022

This is European Stock Picks, a newsletter about Value Investing.

Nov 29, 2022 •

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