Occupation: Consultant, Private Investor
Part time investor of around 15 years although only seriously since around 2010. I like small caps that I can understand with quality metrics and hold around 25 stocks, most of which are under GBP50m mcap.
Ashley House (LON:ASH) Ticker: ASH Sector: Construction & Engineering (AIM) - Floated 2007http://www.ashleyhouseplc.com Yesterday, I was pleased to attend the AGM of Ashley House (LON:ASH), a microcap company where I have been a shareholder for the last 3 years. Over this period, however, I have taken little interest in the company for one reason or another but have kept an eye on it and various…
Hi Paul Looking forward to your commentary on Waterman (LON:WTM) results announced today. Good numbers albeit a 20% reduction likely on 2017 and 2018 PBT according to the latest Broker Note which to be honest is understandable given Brexit uncertainties and the strong turnaround of the business over the last 3-4 years. Still lots to like when compared to their peer group and the market…
Great set of HY numbers from Touchstar (LON:TST) this morning Paul - welcome your comments http://www.investegate.co.uk/touchstar-plc--tst-/rns/half-year-report/201609280700059863K/
Hi Paul - would welcome your thought on Haynes Publishing (LON:HYNS) who have released their results today. I like the company as they have an excellent brand and after many torrid years are now finally turning a corner with a new and refreshed Board. Digital sales growing strongly. HaynesPro a slightly hidden gem and lots of freehold assets. Lots of work form them to do…
Thanks. Some news already of schemes starting to break (albeit in this case not an Ashley House (LON:ASH) scheme) so looking positive. http://m.somersetcountygazette.co.uk/news/14744498.New_homes_for_supported_living_coming_to_Taunton/
My only comments on Norcros Norcros (LON:NXR) are: Please check Director renumeration and also pension liabilities - that was enough for me.
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