Look out the Frikkin' Window: My First Podcast Appearance
Hosted by Scott Osheroff of Asia Frontier Capital (AFC)
Case Research
Free Special Situations Research focusing on Legal Cases (ICSID, UNCITRAL etc). We like: mispricing, asymmetry, aligned incentives, and simplicity. Subscribe for more!
Live Last read · last published · next check
Latest posts
GreenX Enforcement Work
Coming back to a classic
Founders Tier: A Development
Private and Semi-Private Idea Inclusion
Venezuela Part 2
Notes from Venezuela's leading public market broker
Venezuela: An Introduction
Context for those curious on Venezuela, PDVSA, CITGO, and Restructurings (amongst other things)
Pre-Arbitration Play
An Australian Miner in what I call 'pre-arbitration conditions'
Claim broker or buyer?
I have some ideas - get in touch
Almaden Update - Notice: 19th May 2026 Updated Procedural Order
Reply on Merits remain a mystery (by content), updated procedural order out, and what you should do
Panthera Update - VSA Interview
Document Discovery, Submissions, and Funding. It's all happening.
International Arbitration Focus, Trifurcation Rejection, Equity-Linked Comp, and Management Additions
Blue Gold (NDAQ: BGL) Position Update: Things are revving up
To Mining and Energy Analysts
I have an idea
Zenith Energy: Admitted Corruption, and a Firing
Tunisia have acknowledged corruption, and fired the main person responsible, leaving us with a valuable (although speculative) indicator of Tunisia's position
Omaha 2026: See you there
Let's meet up
Zenith Energy: CEO Interview (Direkt Studios)
The hearing starts soon, very soon, and the CEO had some things to say
Update: Sarama Resources
Trading Halts, sales, and (potentially) some uncorrelated volatility
Eco Buildings Group (AIM: ECOB)
Arbitration investors, steer clear. It's not worth it.
Update: Zenith Energy (LSE: ZEN)
A Major Development
Equatorial Resources: Update
Decision in c.12 months; Tim Foden joins team...
FRAZ / MNII: Semi-Joint Candidates
Two Claimants Long Dormant in the Expert Market (AKA Pink Sheets)
To Funds and Family Offices.
If you're looking to invest in the arbitration space, contact me