Occupation: Company Director, 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…
I would like to echo the above sentiments to Paul and Graham and the great community of investors who share information via the stocko site. Also thanks to Ed and the stocko team for a great site. Merry Christmas and Happy New Year to all.
Fairpoint (LON:FRP) - take a look back to May 2011 - I sold then after last howler and am glad to have kept away.
Howard Indeed, and if they can get to 6% (which if you look historically and across the sector should not be difficult) then on conservative Group revenue of say £95-100m for 2019 should easily see circa £5.5 - 6m of PTP and EPS in excess of 10p. All subject to macro issues as ever.... I am certainly a very happy long term holder.
Howard / Graham - The statement from Waterman (LON:WTM) was indeed positive and shows the diversity of their business with contracts across Defence, Highways and Education especially given the general concerns over a slowdown in the London commercial market in particular. Management are now slowly seeing infrastructure spending filter through and clearly this is going to be a key sector for them going into 2017.…
Hi Paul At the AGM we quizzed them re: their reliance on Teradata (their principle Client) as a significant amount of revenue comes via them, however, as with most major companies (Teradata) they have multiple client bodies within and hence the risk is somewhat mitigated. The Board were very cognisiant of over reliance on any single customer and have secured a number of new Clients…
drvodkaquickstep has 0 followers :