Investment Ideas : Construction chemicals, big boxes and Arix still a buy
Keeping it short again, if only because of the dismal markets. An update on Arix, Arbrook on Prologis and Killik introduces Silka
Arix results: still a strong deep value buy
A little later than I expected, but life sciences investor Arix last week released their latest results. As you’d expect, there was a lot of red ink and inspiring hope for the portfolio but hey we’re in the middle of a deep biotech bear market. Of note:
- NAV at 31/03/22 was 187p, representing a further…
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