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Happy New Year Paul! Thanks for all the comment and insight in your reports. I also enjoy your audiocasts with David Stredder, Leon Boros et al. Very interesting and informative. Keep up the good work!
Merry Christmas Paul and all the best for the New Year. Your comments and analysis are very much appreciated. Your blogs have added greatly to my understanding of what to look out for in Small cap investing.
Hi Paul A definite improvement. The new format makes it easier to focus on key information. I agree with RichardK. I would not want to lose your " valuable digressions and insights on companies and their behaviour." I think you should continue with your present stance regarding tipping / advice / opinion.
F W Thorpe is clearly a sound company. Negative aspects are that it is fairly illiquid and spread of over 8% currently.
Re SAL NED selling. Maurice Helfgott was a Director of Retail Profile Holdings Ltd which was acquired in 2010. Along with other main Directors of Retail Profile he sold the vast majority of SAL holding, as expected , in 2013. This is a small remaining holding. See RNS of 2nd May, 2013.
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