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.
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…
Graham I perceive that mgt may have wanted to update investors earlier than originally anticipated given the recent SP weakness. Please bear in mind they are not obliged to issue an IMS. Always frustrating to miss the low points but as we know its a mugs game trying to time the market. The valuation now is still very attractive if you have patient money.
Please to see that Fishing Republic (LON:FISH) will be presenting at the ShareSoc event in Brighton on May 10th. http://www.sharesoc.org/brighton-may.html - currently only AVAP shown on the flier.... I like the management and believe they have a great opportunity to consolidate the retail market. CEO appears honest and hard working and Chairman is ex. Dignity hence bringing necessary experience to the Board of 'buy and…
Paul I think its great that ShareSoc have taken up the baton re: Brighton investor evenings. Personally I think the choice of Avation Avation (LON:AVAP) may be the reason for the lack of appetite as most of us have met Richard (their FD) on at least one occasion. Otherwise I fully agree with your sentiment and plan to attend as a show of support. If…
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