As we swing into the holiday season and the parcels from Black Friday continue to land on your doorsteps, it felt apt to unzip the “Buy Now, Pay Later” (BNPL) industry in more detail; particularly focusing on Zip. BNPL has transformed from a nascent industry into a mature, fully-fledged component of retail payments.

AI has certainly created a buzz over the past couple of years.  While a lot of attention has been focussed on Nvidia, the global poster child for the AI sector, there has been a raft of cascading effects that have trickled down to related industries.  An obvious one is data centres.

Although theranostics is a made-up fusion of two words, therapeutics and diagnostics, it has become an accepted new word, or neologism, to describe this rapidly emerging field of medical science. It seeks to be both a therapy and a diagnostic for cancer treatment.

The Money of mine team sat down with Stephen Wood of Eiger Capital to chat through his views on the world of resources.

During the recent reporting season, we witnessed what appeared to be significant volatility around company result announcements.

Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.

As the world grapples with the complexities of the energy transition, this article, by Eiger Capital, explores the resurgence of nuclear energy, emphasizing its efficiency and smaller land footprint compared to other renewables.

David Haddad discusses the recent revival of the uranium industry, attributing it to factors like rising spot prices and increased interest in nuclear energy as a low-carbon alternative.

Back in July last year, Eiger Capital’s Stephen Wood likened the upswing in lithium and rare earth prices to the market for iron ore back in the early 2000s, as China embarked on its infrastructure spending journey.