On this page you will find a historical record of all engagement campaigns I have conducted. Companies marked ‘live campaigns’ are where I still am involved in some form (eg still maintain a position). For companies marked ‘completed campaigns’, the campaign has either worked (or not!), and you can assume I have no residual position in the equity.
Last updated: June 30, 2025
Live Campaigns
Humm Group (Australia: HUM)
Letter to the IBC of Humm Group Limited (2) – November 7, 2025
Letter to the IBC of Humm Group Limited – June 30, 2025
Pact Group Holdings (Australia: PGH)
Letter to the ASX Listings Adviser of Pact Group Holdings – May 1, 2025
Completed Campaigns
EML Payments (Australia: EML)
Letter to the Chairman of the Board of Directors – January 24, 2025
Playtech Plc (London: PTEC)
Letter to the Chair of the Remuneration Committee – October 3, 2024
Bragg Gaming Group Inc (Canada, US: BRAG)
Initial letter – November 22, 2023
FAR Limited (ASX: FAR)
Initial letter – February 21, 2022
Follow-up letter – May 9, 2022
Alto Ingredients Inc (US: ALTO)
Initial letter – June 29, 2023
Golden Energy and Resources (Singapore: AUE)
Letter to W Capital Markets (IFA) – February 10, 2023
Letter to Stanmore Resources Board of Directors – February 22, 2023
Follow-up letter to Stanmore Resources – February 27, 2023
Serica Energy Plc (UK: SQZ)
Initial letter – January 12, 2023
Evolve Education Group (ASX: EVO)
Initial letter – July 4, 2022
US Masters Residential Property Fund (ASX: URF)
Initial letter – May 13, 2022
Hunter Douglas N.V. (Euronext Amsterdam: HDG)
Initial letter – April 21, 2021
Follow-up letter – May 19, 2021
Third letter – May 26, 2021