14th Jul


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Panmure Gordon is no longer listed. I see Crawshaw is there -as most will know it soared up and then down. Quite a few story stocks there which have not really done much yet eg Ilika and Surface Transforms.

I would echo that -be very useful to have the 36 companies named. No doubt some have done spectacularly well and others drifted away.

Well clearly your education was deficient as you can't spell the word correctly.

Re Boo and ASOS. You might want to think about where BOO is now and look at the ASOS valuation in comparison over a similar timeframe. BOO will not continue to grow at this rate but it might for a while longer. Extending the franchise, or the three franchises, to new territories provides tremendous growth potential but requires perfect execution. And there is the Black…

For what its worth I think today has highlighted two good buying ideas in Ramsdens and Molins. Molins has been a dog for so long it has gone off the radar. Post the deal the market cap will be covered by cash from the disposal so the business is in for free though there is a pension deficit. As for Ramsdens they will pay much…

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