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About Me:

Overseas childhood, Mod Langs Uni, 25+ years M East banking, now shuttling between UK, US and Spain, trying to earn a more or less honest crust investing.

Mainly UK shares, predominantly oilies + 'special situations'.

Extrader's Latest Blogs

Hi all, A bit like waiting for a bus.... GLA

Extrader's Latest Comments

Hi ratioinvestor, Thanks for the feedback ! The cynic in me thinks that CLI is 'off the radar' - maybe 3 or 4 posts a year on the BB ! - because there's little institutional/brokerage coverage : instead of paying an easy-to-understand 'dividend', CLI announces a tender offer to buy back 1 share for 35, 40 or 50 held.......but at a significant premium to the…

Hi all, In the commercial property sector, my preference would be for CLS Holdings (CLI), which - is up 4 x since 2011, vs DaeJan's 3.5 x; - is 'only' 50 % family controlled (Morstedt) vs 80 %; - doesn't have management succession issues; - has a more generous , although less transparent 'dividend' policy (by way of tender /buyback. for Morstedt tax reasons); -…

Hi all, Re GBO, interesting to see how it stacks up compared to QPP, for which Paul listed the flwg indicators of legitimate concern : (1) Too many costs being capitalised into intangibles (2)Ballooning debtors & work-in-progress - nearly always a can of worms (3)Far too many acquisitions, being done too rapidly (4)Repeated fundraisings, and little to no dividends (5)Amazingly low PER on exponential growth…

Hi Mike, Trains permitting, I'll be there ! There are 2 x threads on advfn where there's been some discussion about topics to raise and who's likely to be attending. ATB

Hi guys, I've now located the comment re potential disruption at SPRP in H2, from note 11 in the 27/4 results RNS Notification of potential relocation of CICAM's manufacturing activities In early April 2015, the Board was informed by its supplier, Jarden that the manufacturing activities of Jarden's majority owned smoke alarm manufacturer in China, CICAM - which supplies 100% of the Group's Sprue and…

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