12 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

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

New HaynesPro website launched today clearly showing their customer base / routes to market:

Laughton Maven have been stake building at 140p (ish) as an arbitrage position which is very shrewd as should a competing bid emerge they are quids in and it if doesn't all they have lost is the difference between 140p and their buy price which is a very small % spread.

Post just updated as I overlooked that fact that they have 2 properties in Nashville both for sale, the other being smaller and priced at USD 1.6m I believe this property may have already been sold although this will be confirmed in the upcoming results. I have therefore updated by estimates of Freehold assets by another GBP 1m.

rhomboid Thank you. Yes you are correct that should HaynesPro be valued on a standalone basis it would be worth considerably more than the current valuation within Haynes Group. The exact revenue for HaynesPro is a bit of a mystery as its hidden in the accounts within the overall European revenues but it must be getting up to around the £10m area now and growing.…

Sorry everyone the formatting is a shocker - not sure what to do about that but its the content that matters !

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