Another nail in the coffin for UK nuclear energy


January brought some important news in the transition to low carbon energy.  Japanese industrial conglomerate Hitachi is to stop developing a nuclear reactor at Wylfa in Wales.

This didn’t make many headlines.  It had been expected for a while, and it happened in the UK where Brexit is a national pre-occupation.   But it is worth reflecting on.  It has broad international ramifications.

Read more …

Why we invest in – CVS Health; a closer look at cutting costs in healthcare


CVS Health (NYSE: CVS)

  • CVS Health is an American retail pharmacy, healthcare company and insurer.
  • They are able to leverage their size to negotiate discounts on drug prices, which benefits their customers.
  • Their business directly benefits from reducing US healthcare costs whilst delivering better outcomes.
  • They currently have an historically cheap valuation of 9x PE and 8x EV/Ebitda compared with their five year average of 15x and 9x.
  • They have an experienced management team that understands the strategic change in the industry.

The American healthcare system is one of the world’s largest markets, Read more …

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