Contrarian Investments

August 2025

Portfolio Update

So we’re definitely in a raging bull market right now!

Aug 20, 2025

1

July 2025

Introducing Arras Minerals $ARK.V – Detail from Site Visit

A copper explorer with some near term catalysts

Jul 27, 2025

1

B&M Q1 FY26 Trading update

Positive LFL growth potentially showing signs of recovery in the business

Jul 15, 2025

1

VTY.L trading update

VTY popped this morning 6% on the back of their trading update.

Jul 10, 2025

H1 2025 update

Up YTD 11.5%

Jul 8, 2025

June 2025

Introducing Akwel AKW.PA

A French net-net car parts manufacturer

Jun 26, 2025

2

3

VTY.L up 20% in two days

Headline on the FT this morning.

Jun 11, 2025

2

B&M FY25 Earnings call and summary

I’ve been building a position in UK discount retailer B&M Retail since the start of this year with my average entry price being 284p.

Jun 4, 2025

1

May 2025

Portfolio updates for end May 2025

Well the market is very different to what it was at the start of January when I last wrote anything!

May 30, 2025

January 2025