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.
I am anticipating a Trading Statement / IMS from Waterman (LON:WTM) either tomorrow or next week and this will hopefully state, as I expect, that currently it's "business as usual" although clearly we must all expect some slow-down in decision making by their clients. I hope that the prices on offer during Brexit fever have encouraged some new investors on board - I have stuck…
Paul Interesting results from micro-cap Fletcher King (LON:FLK) this morning - more positive than expected although uncertainty remains in commercial market - some carry over to Waterman (LON:WTM) (circa 20% of revenues from commercial sector) which continues to regain ground after sharp mark-down over recent weeks.
Would have been nice to see Fishing Republic (LON:FISH) included in the table as they IPO's at 15p almost 1 year ago exactly and have appreciated rapidly with the share price currently around 35p hence would have been top of the list in your table. This is not to say all IPO's do as well as this but FISH is a great little (and simple)…
Paul mentions at approx 5.00 during his talk at the UK Investor Show that debt at Waterman was cleared in 2012. This was due to a sale and leaseback of their London HQ (Pickfords Wharf) instigated in part I understand by Peter Gyllenhammar who at the time was a major shareholder of WTM.
Hi Graham. Commiserations on CPR - have you looked at UCG instead? I own these from lower prices around a year ago but see potential. I avoided CPR at the time of my review. Pleased that you already hold WTM; they are my largest holding by a long stretch and I see no reason why they will not continue to perform well in the current…
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