Real Name: Graham Neary
Occupation: Fund Manager, Newsletter Writer, Private Investor
Location: London, UK
Full-time investor and independent analyst. Prior to this, I spent seven years in the financial markets as an analyst and institutional fund manager. I'm CFA-qualified and hold an audited, FTSE-beating investment track record.
Away from finance, my main interests are recreational poker and everything to do with China, especially Mandarin Chinese.
Good morning,Paul added many sections to yesterday's report which now includes comments on all of the following:Servoca (LON:SVCA)Richoux (LON:RIC)Air Partner (LON:AIR)Styles and Wood (LON:STY)Synectics (LON:SNX)Harvey Nash (LON:HVN)Character (LON:CCT)IMImobile (LON:IMO)Here is the link.Regards,GrahamKromek (LON:KMK)Share price: 30.375p (+8.5%)No. shares: 259mMarket cap: £79mTrading UpdateIt's a short update from this radiation detection business for the financial year ending this month.The Group is making good progress on the delivery of…
Good morning!Coverage might be a little bit limited today but we'll see how it goes.First up, I will mention the boohoo results:Boohoo.Com (LON:BOO)Share price: 184p (-3%)No. shares: 1123.3mMarket cap: £2,067mFinal ResultsGross profits are up 42%, growing at a lower rate than the 51% revenue increase:Revenue £294.6 million (2016: £195.4 million)Gross margin 54.6% (2016: 57.8%)Profit before tax increases to £30.9 million (from £15.7 million).The contribution from…
Good morning,The FTSE is up by nearly 2% this morning and the euro has surged following the first round of French presidential voting, won by the centrist and ex-banker Emmanuel Macron.As a rule, I never react to events such as this. Some people can make a living out of reacting to political and macro events and I wish them well. For someone who is analysing…
Good morning,It's Paul's day off today, so I'm planning to cover 3-4 of today's stories in his absence. First up is Record (LON:REC):Record (LON:REC)Share price: 42.375pNo. shares: 221.4mMarket cap: £94mFourth Quarter Trading UpdateThis is an unusual type of asset manager, as it is focused on currencies rather than equity/fixed income.One might ask: when clients want hedging or currency-derived returns, shouldn't banks be the go-to provider?…
Good afternoon,It's a quiet start to the week following the long weekend, but I'll add a few snippets below for those releases which might be of interest. I hope you all had a relaxing break!Cheers,GrahamUPDATE: The FTSE is lower by 2% and the pound is up 1.4% against the dollar, after Theresa May called a snap general election for 8 June.So in the short-term, we…
Thanks for the requests guys, I added a short comment on UP Global Sourcing Holdings (LON:UPGS).
Hi craycoops, thanks very much for the suggestion. It was on my candidates list anyway but you helped to ensure I covered it. Cheers Graham
Hi crystal - sorry, I'm not going to have time to cover boohoo in the short-term. There was a breakdown in communication that day, and writing Boohoo wasn't ever supposed to be part of my plan!
Sorry runthejoules, we got our wires crossed and didn't cover WAND in the end.
Hi Ben, covered it.