Engagement Campaigns

On this page you will find a historical record of all public engagement campaigns I have conducted. Companies marked ‘live campaigns’ are where I still am involved and engaged with management in some form. Companies marked ‘completed campaigns’ are where I am no longer involved in any active capacity (and you can assume I have no residual position in the equity).

Last updated: November 22, 2023

Live Campaigns

Bragg Gaming Group Inc (Canada, US: BRAG)

Initial letter – November 22, 2023

bragg-letter-22nov23-1Download

Alto Ingredients Inc (US: ALTO)

Initial letter – June 29, 2023

alto-letter-final-1Download

FAR Limited (ASX: FAR)

Initial letter – February 21, 2022

Open-letter-to-the-board-of-FAR-limited-1Download

Follow-up letter – May 9, 2022

FAR-follow-up-letter-may22-1Download

Completed Campaigns

Golden Energy and Resources (Singapore: AUE)

Letter to W Capital Markets (IFA) – February 10, 2023

W-capital-letter-re-GEAR-10Feb23-1Download

Letter to Stanmore Resources Board of Directors – February 22, 2023

stanmore-board-letter-22feb-1Download

Follow-up letter to Stanmore Resources – February 27, 2023

stanmore-letter-27feb-1Download

Lastminute.com N.V. (Switzerland: LMN)

Initial letter – October 26, 2022

open-letter-to-LMN-chairman-1Download

Serica Energy Plc (UK: SQZ)

Initial letter – January 12, 2023

open-letter-Serica-Board-1Download

Evolve Education Group (ASX: EVO)

Initial letter – July 4, 2022

open-letter-to-EVO-board-4jul22Download

US Masters Residential Property Fund (ASX: URF)

Initial letter – May 13, 2022

URF letter 12may22Download

Hunter Douglas N.V. (Euronext Amsterdam: HDG)

Initial letter – April 21, 2021

Open-Letter-to-the-Independent-Committee-of-the-Board-of-Hunter-Douglas-N.V.Download

Follow-up letter – May 19, 2021

follow-up-letter-to-HDG-Independent-Committee-1Download

Third letter – May 26, 2021

Third-letter-to-HDG-Independent-Committee-of-the-BoardDownload