Occupation: 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

 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

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…

Paul. Re: £D4T4 the Finncap note explains the high debtors as follows: "A large project was invoiced (through partner SAS) at the end of September, due this month. It left £4.7m working capital outflow in H1 and lifted trade debtors from £2.8m to £7.0m at September. The resultant £2.6 Free Cash Outflow and £0.5m dividend reduced net cash from £3.4m at last year end to…

Suggest its worth investors taking a look at the HY results from £D4T4 out this morning - very encouraging. Finncap have duly raised their price target from 140p to 185p.

Hi Paul Looking forward to your commentary on Waterman (LON:WTM) results announced today. Good numbers albeit a 20% reduction likely on 2017 and 2018 PBT according to the latest Broker Note which to be honest is understandable given Brexit uncertainties and the strong turnaround of the business over the last 3-4 years. Still lots to like when compared to their peer group and the market…

Great set of HY numbers from Touchstar (LON:TST) this morning Paul - welcome your comments

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