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14/12/14
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Bobo's Latest Comments

Wynnstay, I know them pretty well, used to compete. Shouldn't be in the market. Avoid, it isn't going anywhere.

Filtronic, know them well both as a supplier and a customer. Wouldn't touch them with a punt pole. Mngmt seem to run from crisis to crisis, the thing needs taking private.

IPX, the spread is far too big and the Value Rank is way out of my league.

I worked for a Xaar competitor, they are all very competent at technology (in the blood) they all struggle when the market turns down and it is not in their control. Tile people either want heads or they don't. Avoid or buy on the emotion

HAT, I was hoping for more of a jump at the announcement (1%) of my assets, but along for the ride. I understand Paul's issue with pawn, but it is only P2P lending which I also endorse. REX, is really sad, I put a bit in, just because the looks on the user's faces were so wonderful, it just needed to work, still it didn't…



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