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 - 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.
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.
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