Tue 8:29pm


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

 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

The valuation of IT / Software companies like Blue Prism (LON:PRSM) with its stratospheric mcap show how more moderately valued some of its peer group companies such as D4t4 Solutions £D4T4 are, having a mcap of only £55m, profitable and paying a dividend. Lots of chasing hot growth / story stocks at the moment and it will end in tears for some.

Howard Its general malaise given the anticipated year of consolidation ahead given a flatter order book after a few years of growth. Investors all seem to be chasing growth stocks at the moment so Waterman have fallen off the radar. If you are a long term holder like me you just sit and wait whilst collecting a decent (8-10% for me) dividend. They are winning…

sg31 / Paul Good to see some discussion on here re: Fishing Republic (LON:FISH). I have been an investor since just after the IPO. The issue of stock / inventory levels is consistently raised by investors (for good reason when measured against other retailers etc). I have discussed this personally with management and being an angler myself (and having visited their operations) tackle retailers have…

Morning Paul - interesting observations re: Driver (LON:DRV) thanks. I dont hold but its one I keep a reasonably close eye on.

Hi Damian This was discussed at the AGM (see notes of AGM on ShareSoc website) and is a very valid point. Mgt said that yes it was a concern but one that is manageable and something they keep a close eye on. With bond yieds now on the move the deficit could in fact be dramatically reduced as discussed elsewhere at length on this site:…

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