Thu 8:54am


Occupation: Company Director, Other

About Me:

40 years experience in the software industry. Former Deloitte & Touche consultancy partner.

FREng's Latest Blogs

What do other traders do with cash that is sitting in their ISAs, SIPPs and other trading accounts? Brokers pay trivial interest rates, but where's the best place to invest it until it is needed for equity purchases?

The fundamentals look OK. The share price has steadily dropped. The directors know more about the company performance than anyone else. So what is the inference to be drawn from the fact that they haven't called the bottom yet?

No broker pays significant interest on cash, so what's the best strategy for holding significant cash between trades?

FREng's Latest Comments

Re NCC (LON:NCC) , the excellent TechMarketView notes that the escrow business is half of NCC's revenue and performing in line. they add: " We think public and private sector demand for cyber security software and services will remain strong in 2017 and NCC Group is well placed to capitalise. However some organisations may be putting consultancy projects on hold until the regulatory uncertainty caused…

Blue Prism (LON:PRSM) has issued an upbeat trading statement today. It seems strange that it was preceded by a broker reduction in forecasts. In January, Accenture announced plans to certify more than 600 people on Blue Prism's robotic process automation technology, and today's update says that all the new customers have come through agents. Despite the current and forecast losses, I'm beginning to wonder whether…

I sold Hayward Tyler (LON:HAYT) when it breached my stoploss at 70p. I recall that it was often said that appearing on Tomorrow's World was an warning of future commercial trouble. Other awards and celebrity visits may have the same predictive effect. Another consideration to add to our checklists, perhaps.

Ramridge. £RFX doesn't seem to be on the UK Stockopedia yet.

I wonder whether Just Eat (LON:JE.) will be affected by the court decision today about the employee status of Pimlico Plumbers' "self employed" staff. Other cases are pending. The gig economy may be starting to come unbuttoned.

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