Article Category: Moneybags

MYLES O’GRADY PUTS LID ON BOI SHARE PRICE

April 4, 2024

IT WAS pretty eyebrow-raising that when Bank of Ireland (BoI) released its full-year results for 2023, showing pre-provisional and pre-exceptional profits that had... Read more »

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ARYZTA’S RECOVERY NOW BAKED INTO SHARE PRICE

April 4, 2024

A COMPANY that has effectively disappeared off the radar here is Aryzta, which is not surprising given its Swiss quote, but there remains... Read more »

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GENE MURTAGH’S STRANGE STRATEGY AT KINGSPAN

March 21, 2024

SHORTLY BEFORE the company’s latest PR debacle at the hands of the EU, Kingspan CEO Gene Murtagh announced a strategy involving the commitment... Read more »

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RISING CAIRN HOMES SHARES STILL UNDERVALUED

March 21, 2024

THE HOUSING crisis continues to dominate politics but, were it not for the raising of almost €1bn in equity between Cairn Homes and... Read more »

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SMURFIT KAPPA INVESTORS TO SUFFER FROM WESTROCK DEAL

March 7, 2024

IT IS always a little odd when a share price rises on the back of poor results. In the case of Smurfit Kappa Group... Read more »

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‘IN PLAY’ KENMARE RESOURCES WORTH $¾BN

March 7, 2024

ALTHOUGH NOT normally an activist shareholder, rather late in the day JO Hambro (which has a 5% stake in Kenmare Resources) has run... Read more »

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FLUTTER SHARES COULD HIT £300 IN NEXT TWO YEARS

February 22, 2024

IT IS quite jaw dropping to delve into the remarkable figures being delivered by gambling behemoth Flutter Entertainment. The company’s market capitalisation is... Read more »

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TAPPING INTO NORWEGIAN ENERGY

February 22, 2024

IT IS hard to overestimate the impact Eddie O’Connor has had on the renewable energy sector, which is attracting increasing interest from shareholders... Read more »

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I-RES DIRECTORS DESERVE TO BE VOTED OUT

February 8, 2024

FANS OF Moneybags will not have been surprised by moves by 5% dissident shareholder in I-Res Reit, Vision Capital Corp (VCC), to requisition... Read more »

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MAURICE HEALY’S LATEST CRASH-LANDING

February 8, 2024

MAURICE HEALY floated off software company Glantus on the AIM market in London with an air of optimism in June 2021 at £1... Read more »

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ACTION REQUIRED AT MOLTEN VENTURES

January 25, 2024

IT CONTINUES to be very difficult to make sense of what is going on inside Molten Ventures plc. There have been some startling... Read more »

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TIME FOR KEATING TO DELIVER AT FD TECHNOLOGIES

January 25, 2024

OVER FOUR years on from the death of FD Technologies founder Brian Conlon, the company continues to struggle to convince the market that... Read more »

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RYANAIR SHARES SET TO SOAR, UNLESS…

January 11, 2024

THE STARS have been aligning for Ryanair, with Mick O’Leary keeping one eye on the share price given the potential astronomical bonus on... Read more »

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BOTSWANA DIAMONDS LOOKING ROUGH FOR TEELING

January 11, 2024

WHILE JOHN Teeling has been overseeing remarkable success in his whiskey distilling business in Ireland, further afield his Botswana Diamonds mining outfit has... Read more »

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DERMOT SMURFIT’S BET ON GAN BLOWS UP

December 14, 2023

AT ONE stage, after floating off on the American Nasdaq market in May 2020 and raising $50m, the Dermot Smurfit-headed GAN Gaming looked... Read more »

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ORIGIN’S LESS THAN FERTILE PERFORMANCE

December 14, 2023

THE CEO of Origin Enterprises, Sean Coyle, describes the company as “evolving and well positioned for future growth with strong fundamentals and sustainability... Read more »

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MALIN CORP IN NEED OF A MIRACLE CURE

November 30, 2023

IT IS hard to understand exactly what is going on inside Malin Corp, the hotchpotch pharmaceutical investment holding company that Kelly Martin set... Read more »

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CAIRN HOMES’S MONTROSE BONANZA SECURES SHARE PRICE

November 30, 2023

IT IS now over five years since Cairn Homes lashed out a huge €107.5m for RTÉ’s 8.64 acre site in Montrose, south Co... Read more »

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ANNUAL 2023: MONEYBAGS – WHO WILL OVERCOME THE INTEREST RATE AND GEOPOLITICAL CHALLENGES IN 2024?

November 15, 2023

AFTER A decade of unprecedented low interest rates, the market is not finding it easy to cope with the very hefty 5% increase... Read more »

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ANNUAL 2023: MONEYBAGS – WINNERS AND LOSERS IN 2023

November 15, 2023

THESE ARE pretty uncertain times courtesy of the wars in Ukraine and Gaza, inflation, and interest rates. Different sectors have dealt with the... Read more »

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ANNUAL 2023: MONEYBAGS – NAMA AND THE HOUSING CRISIS

November 15, 2023

AS HOUSING continues to be the domestic political issue of the day, with the Government sweating that it will be the one that... Read more »

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WRITING WAS ON THE WALL FOR HEALTHBEACON

November 2, 2023

BACK IN January last year, Moneybags expressed concern about Jim Joyce’s medtech outfit, HealthBeacon, which had just floated off at €5.85 a share... Read more »

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BARRYROE OILFIELD SAGA FAR FROM OVER

November 2, 2023

BEEF-BARON-turned-oil-explorer Larry Goodman knows a good thing when he sees it. His move to gain control of Barryroe Offshore Exploration (BOE) is clearly... Read more »

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IMC EXPLORATION’S GOLDEN OPPORTUNITY

October 19, 2023
IMC EXPLORATION is a tiny little Irish company that, although quoted on the London AIM stock exchange, remains very much under the radar in... Read more »

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UNIPHAR’S SHARE SLIDE DEMANDS NEW PRESCRIPTION

October 18, 2023

FOUR YEARS after floating in Dublin, Uniphar has grown significantly but suffered a significant setback when its attempted takeover of Navicorp was shot... Read more »

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SMURFIT KAPPA SHAREHOLDERS FACE UNEASY FUTURE

October 5, 2023

FANS OF Moneybags will be aware that he has long highlighted the lack of a trans-Atlantic presence for Smurfit Kappa Group (SKG), a... Read more »

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AMINEX FINALLY READY FOR THE BIG TIME?

October 5, 2023
THE REAPPOINTMENT last month of Bob Ambrose as a director of Aminex is a real signal that the potential game-changer well – Chikumbi-1 (CH-1),... Read more »

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SIOBHÁN TALBOT’S SURPRISE EXIT FROM GLANBIA

September 21, 2023

IT IS a surprise to see Siobhán Talbot exiting Glanbia given that the CEO for the last 10 years appears to be on... Read more »

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EAMONN ROTHWELL’S LOSS-MAKING CAR FERRIES

September 21, 2023

THERE WAS yet more good news this month for the lucky Irish Continental Group (ICG) captain, Eamonn Rothwell, when P&O Ferries announced it... Read more »

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BANK OF IRELAND’S BUMPER PROFITS NO SURPRISE

September 7, 2023

THE BANKS have been in the spotlight in recent weeks and it is easy to see why. Bank of Ireland’s (BoI) recently published... Read more »

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NO LOVE FROM RUSSIA FOR PETRONEFT

September 7, 2023

DOING BUSINESS in Russia has, not surprisingly, become increasingly difficult during the reign of Vladimir Putin, reaching a nadir as a result of... Read more »

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HOSTELWORLD JOURNEYING TOWARDS REAL PROFITABILITY

August 24, 2023

THE LATEST results from Hostelworld demonstrate that CEO Gary Morrison has been doing an impressive job getting this online travel booking engine back... Read more »

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C&C LEAVES A BAD TASTE IN MARKET’S MOUTH

August 24, 2023

THE C&C group is unique in that it is the only Irish-quoted company whose financial year ends on February 28. In the ordinary... Read more »

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MARKET STILL CONFUSED BY GRAFTON’S STRATEGY

August 10, 2023

AS GAVIN Slark was in situ as Grafton Group CEO until November 2022, he has the bulk of responsibility for where the company... Read more »

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WAITING ON OVOCA BIO’S BLOCKBUSTER DRUG

August 10, 2023

AS AN Irish company now dominated by Russian shareholders, Ovoca Bio has been badly impacted by the Ukraine war and CEO Kirill Golovanov... Read more »

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BARRYROE SAGA STARTING TO LOOK VERY EXPENSIVE

July 27, 2023
THE SAGA of the attempts by Barryroe Offshore Energy (BOE) to develop a huge oil and gas field off the south coast of Ireland... Read more »

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