Wed 8:42am


Occupation: Other

Interests: Property, Stocks

Location: UK

About Me:

"Well yes. Yes. Of course, it's a bit of a jump isn't it? I mean, er, chartered accountancy to lion taming in one go. You don't think it might be better if you worked your way towards lion taming, say, via banking?"

(Monty Python, December 1969)

Except I wasn't an accountant, nothing so interesting as that. Nowadays I'm living off my portfolio, having finally quit my job.

Lion Tamer's Latest Comments

Hi Graham FMortgage Advice Bureau Thanks. Yes, having now read all of the announcement I agree with all you have said. Can't find any reason not to like. I may top up sometime, as what previously seemed a sensible sized holding is beginning to look a little overcautious. (I should have disclosed before, I'm modestly long).

 Hi Graham So may requests today! I'm interested is a few, but given the long list already I'll only adding Mortgage Advice Bureau (Holdings) PLC to the wish list. (The ticker is MAB1 but the "£" trick does not work with the "1" in the ticker). It is a finance type of share, so may appeal to you. Basically a mortgage broker network with its…

Hi Dgold This has happened before, in 2012. PV Crystalox Solar (LON:PVCS) won the legal case and received a big cash sum, but they never paid it out to shareholders. Rather they used it to subsidise the endless ongoing business losses until such times as the Chinese dumping issue might possibly have been resolved and hopefully prices of their products would recover. My concern at…

Maybe one difference between ARM & IQE (LON:IQE) is compatibility. Once phone software was written to work on ARM designs, the phone producers were locked in so even if another supplier had made a better chip design it would not be possible for the phone manufacturers to swap horses during the race. I wonder if CS wafers were replicated or substituted by another supplier at…

Many thanks for your commentary here Graham. Very much appreciated!Portmeirion (LON:PMP) Not clean results due to the wax lyrical acquisition (8 months of contribution). The results seem a bit disappointing, negative trends from India, USA, etc, blamed on everything from Brexit to trump. I think there is cash flow strong enough to bring down the wax lyrical acquisition debt (£8000m repaid so far?) I get…

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