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Investment Strategy

Value, low PE, low EV/sales or discount to NAV for resource shares. Also special sits eg property co/REIT wind-ups at big discount to NAV.

MrContrarian's Latest Blogs

I've set up a page where you can enter your top ten holdings (by value) and see everyone else's. There's an optional cash holding % box. It also compiles the Top Top Twenty continuously. Credit to Carmensfella for the idea. We'd like as many entries as possible, so make yours now. Don't worry about the exact order of your top ten. New features Correlation with…

Many investors have asked if the Mello* company presentations and Q&A can be broadcast. Not yet, but the founder of Mello investor meetings, David Stredder, has worked with other experienced investors to close the gap between boards and shareholders. A new video channel that allows each and all to have their questions put to directors, Mellocast ( has been launched today. The first film is…

MrContrarian's Latest Comments

Spectra Systems (LON:SPSY) CEO takes excessive pay. $502k (£390k) last FY. Pre-tax was £840k after years of losses. Also a history of overoptimism.There's hasn't been an AGM in 6 (IIRC) years - always postponed due to lack of quorum.Uninvestable for me. 

Good analysis of why entu suckered a lot of investors, including me. Reinforces my experience that it's best to give conflicts of interest the cold-shoulder.

Carpetright (LON:CPR) - making losses disappear! It would be magic if it wasn't tragic.

RTC (LON:RTC) spike - Gerard Anthony Mason indirectly bought 5% of RTC yesterday. He's CEO of rival Morson Human Resources Limited.

Surprised Avanti Communications (LON:AVN) bondholders didn't play hardball and grab most of the equity as well. Dismal FY and Q1 results also released later. FY rev fell 3%. Debtor-days more than double to 350d. Admittedly 1/3 of that is accrued income. Q1 rev $18m, EBITDA -$6m. No comps, unlike a year ago. In fact rev is up but EBITA loss doubled. "The Group has sufficient…

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