Sun 11:44pm


Occupation: Private Investor

Interests: Asian Markets, Emerging Markets, European Markets, Funds, International Stocks, Oil, Property, Stocks, US Market

Location: Surrey

Fantasy Fund: Gus 1065's Fund

About Me:

Ex investment banker specialising in ABS/RMBS and Principal Finance. Now a slightly less stressed house husband, dog walker, long distance cyclist and scuba diving PI.

Gus 1065's Latest Blogs

Link below to MGW's 2017 bucket list picks for the Oil and Gas sector together with a review of the selections made in 2016. Stockopedia metrics don't really work so well with these kind of mainly exploration and development energy stocks - just take a look at the stock ranks of the top 5 in the list - but together with the mining/other natural…

All cash 50% premium offer announced this morning for Fyffes (LON:FFY) by Sumitomo Group. RNS details below. 37% premium to previous all time high so looks a reasonably full price. Best, Gus.

One of my stocks, Sound Energy (LON:SOU) , has today announced an underwritten placement of about 5% of its current share capital. As part of the book building process, they have included an offer to PIs with a minimum £1,000 subscription, to participate via the portal on similar terms as institutional investors. Presumably this is a cheaper and quicker means to tap the market…

Idle musings for a foggy Sunday morning (well it's foggy here in deepest Surrey anyway) in the run up to Hallow'een.We're probably all familiar with the notion in Chaos Theory that potentially the biggest events can be set off by the most trivial of root causes (the classic example being a distant butterfly wing beat setting off a hurricane or something like that). Likewise, there…

Six months have passed since I posted in April on the performance of two sample portfolios; one a pretty standard NAPs portfolio based on a diversified portfolio of 25 high stock ranking UK shares; the second a motley crew of special situations based on a high octane mix of hope over experience. The original posting was here:- the original posting there has been the Brexit…

Gus 1065's Latest Comments

Ernst & Young do a regular IPO survey of new issues every quarter. Here is the link to their library of files - quite a lot to choose from. Take a look at the 4th document down for the 4th Quarter of 2016 as a sampler. It's a historic document, i.e. shows you what's been done rather than what is upcoming on the new issues…

Hi Trigger. Some interesting ideas discussed. I agree that it will be necessary for factor investing to evolve to continue to outperform other investment strategies. I think Stockopedia can be to the forefront of this. To anyone long enough in the tooth, it reminds me of the early 1980s when the likes of Commadore and Sinclair introduced cheap home computers to the bedroom nerd generation…

Old dog, new tricks! I was quite proud of myself not to jump in and buy when the shares fell after the first day on what was in effect a warning about a possible profit warning. Selling would have been a bit too much given the lovely, cheap bargain price that the beautiful Tracsis (LON:TRCS) shares were being given away for .... damn, still can't…

Afternoon Paul. I was also thinking about topping up on Tracsis (LON:TRCS) after the recent sharp correction. A near 30% fall does seem overdone on a "maybe, sometimes" suggestion that they'll need a following wind to make this years numbers. However, I've decided to hold fire for a while remembering the analysis done by Ed and colleagues on the typical share price performance post warning…

Who says elephants don't run!

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