Registered:
18/05/11
Seen:
Fri 7:03am
Followers:
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Comments
78

Occupation: Company Director, Consultant, Private Investor

Interests: Stocks

Twitter: @vodkaquickstep

About Me:

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.




Drvodkaquickstep's Latest Blogs

Aukett Swanke – Value Trap or Bid Target? With news of the acquisition of Waterman (LON:WTM) by CTI Engineering (Japan) still fresh in investor’s minds; this being the latest in an exhaustive list of M&A activity in this sector over the last 10 years, I am being increasingly drawn to the potential value of AIM micro-tiddler Aukett Swanke (LON:AUK). As noted above, recent M&A in…

With the recent sad closure of the Motley Fool bulletin / discussion boards (http://boards.fool.co.uk/closure-of-the-uk-discussion-boards-13456218.aspx?sort=whole) which I know were enjoyed by a large number of investors, including myself, over many years, I was recently reminded of the well-respected investor and bulletin board contributor @Carmensfella and his ‘SLINKY’ acronym for identifying decent small caps for further research. I have had some success myself with the odd SLINKY…

 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…



Drvodkaquickstep's Latest Comments

Morning Paul. Hopefully you have seen the positive trading update from Driver Group (DRV)? A good turnaround underway here similar to that happening at Haynes Publishing (LON:HYNS) with new management playing a key part. I know this sector pretty well and foresee Driver being acquired in the not too distant future as has happened with almost all other small listed firms in construction consultancy over…

Great write up - many thanks. One key aspect not mentioned here and pretty critical to smallcap investing is quality of the management. Although I have only met John Dawson once personally, I have seen him interviewed on a number of occasions and he always comes across exceedingly well. No hype and very balanced. Although he has sold some shares recently he remains a large…

My investment case here: http://www.stockopedia.com/content/haynes-publishing-group-hyns-turnaround-on-track-184958/

So the potential acquisition of E3 Technical Services from Carweb looks very interesting as from checking Carweb's website (http://www.carweb.co.uk/) it is evident that they have 3 business streams, namely:E3 Technical Services  Carweb Tyre DataCarweb Insurance ServicesChecking Companies House, the overall Carweb business seems to do very nicely thank you with turnover (for 2016)  of £9.5m, GP of £6m and PTP of £4.7m.  There is no…

Hi Paul - look forward to some coverage of Haynes Publishing (LON:HYNS) FY results please if you have time. A great turnaround unfolding since late 2015. Thanks!

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