Tue 5:14pm


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

All share recommended offer (looks like a consolidation/merger of comparative equals) just announced at c.28% premium by John Wood (LON:WG.) for Amec Foster Wheeler (LON:AMFW) . First of several in the sector perhaps? Gus.

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…

Gus 1065's Latest Comments

LoL indeed - presumably one of Ed's "tests" to prove how superficial your average investor's (including me) attention to detail is. Nice for Paul to know he's still appreciated ....... Gus.

Thumbs up from me for Paul. I don't trust my "monkey brain" when picking stocks without screening them first through Paul's historic SCVR which provides a mine of information and insight. Prolific and yet such high quality! Best, Gus.

Morning JAkN. I agree with your explanation of some of the motives for PE using leverage on the investments that they make. Companies with low operational leverage are well suited to using higher financial leverage to spice up equity returns in a tax efficient manner while imposing discipline on managements that sometimes use the flexibility given by a steady income stream to try and build…

Hi dg. I hold PV Crystalox Solar (LON:PVCS) as a punt on the litigation settlement. I think the drift this week after the results is possibly a combination of disappointment that the case seems to be going the distance through the courts (more expense and delay) and a bit of impatience by punters who've made a bit of cash from the doubling of the share…

In a previous life (late 90's/early noughties), I worked closely with a number of Private Equity firms and the associated Leveraged Finance bank lenders and other sources of finance such as the Junk Bond managers. Highly intelligent and savvy operators but frankly not the most philanthropic members of society - in many ways the precursors to the Hedgies but with a slightly sharper dress sense…

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