# Michael — RSS Amplifier Everything Michael publishes, via the RSS Amplifier directory. Page: Feed: --- ## [Siltronic: Wafer-time?](https://brevarthanresearch.substack.com/p/siltronic-wafer-time) _2026-08-13 · Brevarthan Research_ The AI capex splurge and associated memory demand will eventually revive wafer demand ## [Nothing Beats a Jet2....investment?](https://brevarthanresearch.substack.com/p/nothing-beats-a-jet2investment) _2026-07-16 · Brevarthan Research_ (Images now attached!) Despite the author being a miserly old curmudgeon its hard not to see this well-run airline and holiday company as being as cheap as the flights it sells. ## [Jet2 article](https://brevarthanresearch.substack.com/p/jet2-article) _2026-07-16 · Brevarthan Research_ Substack server issues mean images did not render in emails properly - article will be republished when resolved ## [Gulf Keystone (GKP.L): Written in the sand?](https://brevarthanresearch.substack.com/p/gulf-keystone-gkpl-written-in-the) _2026-07-06 · Brevarthan Research_ Worth the paper it isn't written on? Field ownership, unpaid receivables and the mysterious "cost audit". And the reservoir with its own challenges.... ## [UK Shorts - Top 5 disclosed shorts going into June 2026: Ibstock; WHSmith; Wizz Air; Vistry; Greggs](https://brevarthanresearch.substack.com/p/uk-shorts-top-5-disclosed-shorts) _2026-06-02 · Brevarthan Research_ Energy intensity, housebuilding, air travel and...sausage rolls make up the top 5 disclosed shorts in the UK taken from the FCA website. ## [UK Energy: An Inconvenient Truth](https://brevarthanresearch.substack.com/p/uk-energy-an-inconvenient-truth) _2026-04-14 · Brevarthan Research_ Just because Ed Miliband wishes it so does not make it true ## [Mota-Engil and its Debt: Muddier Waters](https://brevarthanresearch.substack.com/p/mota-engil-and-its-debt-muddier-waters) _2026-03-20 · Brevarthan Research_ A follow up on our initial investigation into the Muddy Waters defamation case ## [Carvana, DriveTime, Hindenburg and Gotham City](https://brevarthanresearch.substack.com/p/carvana-drivetime-hindenburg-and) _2026-02-09 · Brevarthan Research_ Two Things Can Be True: Carvana may be extreme flaky and overvalued, and Gotham's report may have numerous inaccuracies and exaggerated claims. ## [Short Interest - Update: NCC Group & Ashtead Technology](https://brevarthanresearch.substack.com/p/short-interest-update-ncc-group-and) _2026-01-23 · Brevarthan Research_ NCC receives a low-ball price for Escode and Ashtead Tech fails to deliver the big miss the shorts were looking for. ## [Mota-Engil: Swimming in Muddy Waters](https://brevarthanresearch.substack.com/p/mota-engil-swimming-in-muddy-waters) _2026-01-21 · Brevarthan Research_ A recent defamation suit in Texas reveals much of the substance behind the short case. ## [Meet Claude, the AI assistant (Sponsored)](https://crawlproof.com/a/6sQgwGziSfzd) _2026-01-21 · **Sponsored**_ Conversational AI to answer questions, brainstorm ideas, and help with tasks. ## [Ibstock PLC (IBST): A house built on bricks?](https://brevarthanresearch.substack.com/p/ibstock-plc-ibst-a-house-built-on) _2026-01-14 · Brevarthan Research_ A look at the red flags underpinning a disclosed 8.4% short interest ## [Short Interest: Domino's and Greggs (DOM LN; GRG LN)](https://brevarthanresearch.substack.com/p/short-interest-dominos-and-greggs) _2025-11-11 · Brevarthan Research_ Takeaway Pizza vs a Bacon sarny: more musings on top 10 UK shorts. ## [Short Interest - opening thoughts](https://brevarthanresearch.substack.com/p/short-interest-opening-thoughts) _2025-09-09 · Brevarthan Research_ The first of a series of posts that takes a quizzical look at UK & European disclosed shorts (today's rattle bag: Ashtead Technology, J Sainsbury, Yellow Cake, NCC Group, Pennon Group) ## [RH - the Universe Intervenes?](https://brevarthanresearch.substack.com/p/rh-the-universe-intervenes) _2025-08-20 · Brevarthan Research_ I'll have whatever Gary's drinking ## [Tullow Oil](https://brevarthanresearch.substack.com/p/tullow-oil-297) _2025-06-17 · Brevarthan Research_ Going, going.... Production dwindling, assets for sale, balance sheet teetering... ## [Tullow Oil: Fire Sale](https://brevarthanresearch.substack.com/p/tullow-oil-fire-sale) _2024-12-13 · Brevarthan Research_ Goodbye Rahul...Paging Houston! ICC and refi risk... ## [UK Short Rattle Bag: VCP, TLW, ADT1, PANR](https://brevarthanresearch.substack.com/p/uk-short-rattle-bag-vcp-tlw-adt1) _2024-10-02 · Brevarthan Research_ A bundle of scary stocks to mull over as Halloween approaches! ## [Pantheon Resources: Redux! (PANR LN, PANR.L)](https://brevarthanresearch.substack.com/p/pantheon-resources-redux-panr-ln) _2024-02-26 · Brevarthan Research_ Opaque Transparency: More Data, but More Confusion ## [Tullow Oil (TLW LN; TLW.L)](https://brevarthanresearch.substack.com/p/tullow-oil-tlw-ln-tlwl) _2024-02-20 · Brevarthan Research_ Apparently, Jubilee is not delivering according to management's own projections ## [Home Internet From Space (Sponsored)](https://crawlproof.com/a/ZuCJZ5DXGqLu) _2024-02-20 · **Sponsored**_ Residential satellite internet that brings connectivity to homes beyond conventional networks ## [Tullow Oil](https://brevarthanresearch.substack.com/p/tullow-oil-905) _2024-01-17 · Brevarthan Research_ TLW LN: A "Jubilee Year" or Watering Out?