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…