43 mins ago


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 ( 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 2007 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

Being a big fan of Phil Fisher's "scuttlebutt" technique and generally keeping eyes and ears to the ground, I was interested to read the following snippets concerning their Order Book and general outlook following recruitment of a new Project Director: UK Managing Director Luke Schuberth said: "We welcome Jason back to the team and to his creative talents adding yet more depth to our growing…

Well I have added to my existing holding today for the very reason noted above!

Liking the F1 Modular website (76% owned by Ashley House) - basic but good to see they are the only supplier approved across all 8 regions of England & Wales. @f1modular 6 units already under construction in Banbury, Oxfordshire. 2 houses up in 8 hrs - impressive. I am anticipating some positive news flow over the next 12 months given heightened awareness of social…

Great news for Ashley House (LON:ASH) to get appointed on this Framework. Hopefully more of this to come as the benefits of modular social housing / classrooms etc become ever clearer.

Pleasing to see Aukett's 'Veretec' design studio win 'Executive Architect of the Year' by the AJ for the second year in a row.

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