Thu 7:10pm


Real Name: Paul Scott

Occupation: Analyst, Blogger, Company Director, Entrepreneur, Event Organiser, Private Investor

Interests: Economics, Stocks

Location: Hove & Canonbury

Twitter: @paulypilot

Fantasy Fund: Beam me up Scotty

About Me:

I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!

Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.

I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.

Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese!

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
I search for fundamental value in smaller caps, especially companies which are overlooked, or where price has become irrationally low due to negative sentiment. I like businesses with decent cashflow, strong balance sheets, and like dividends. I tend to hold for 6 months to 10 years, but a typical investment is 2-3 years. Special situations, and situations where the market has not yet priced in an improving commercial outlook for a company particularly interest me, as do turnarounds. But above all, shares which are cheap!

Paul Scott's Latest Blogs

Good morning! It's Paul here. I'll be doing today's report.In the meantime, I covered loads more companies in yesterday's report, in the evening. I appreciate this isn't ideal for readers, but sometimes there's just so much going on during market hours that I can't concentrate properly on report writing.So yesterday's report had a big section on Crawshaws (I quite like the deal with 2 Sisters,…

Good afternoon, it's Paul here.Today I've covered:Crawshaw (LON:CRAW)Proactis Holdings (LON:PHD)WANdisco (LON:WAND)Redstoneconnect (LON:REDS)Plus brief comments on: HML Holdings (LON:HMLH) , £D4E , and Dillistone (LON:DSG)Crawshaw (LON:CRAW)Share price: 23.75p (down 21.5% today)No. shares: 79.2mMarket cap: £18.8mFinal results - for the 52 weeks ended 29 Jan 2017.This is a chain of butchers + hot takeaway food, mainly based in the North and Midlands. The company added 11 new…

Good morning! It's Paul here, I'll be doing today's report.For those who couldn't attend the UK Investor Show this year, the video of my session has now been published. I was asked to interview Nigel Wray & Paul Mumford, which was a real honour, and I thoroughly enjoyed it. As you can see, the format didn't work perfectly this time, so we'll tweak it for…

Good afternoon!Apologies for running late today. I'll be updating this page between 1pm and around 3:30pm today.I've been nominated for small cap journalist of the year again. However, thinking about it, I've found the previous years' judging to be so haphazard, bizarre even, that for me the whole thing lacks credibility. Therefore it doesn't interest me at all. Readers here constantly tell me that they…

Good morning!As we all know, political events can have a big influence on markets. So it was interesting to watch what happened yesterday, after Mrs May announced that she's holding a snap general election on 8 June. This triggered a big move upwards in sterling, which currently stands at just over $1.28. I'm flagging this point because a surprisingly large number of shares have been…

Paul Scott's Latest Comments

OK, you've twisted my arm! I'll do a section on Air Partner next. Regards, Paul.

Hi ricky65, re WANdisco (LON:WAND) - I suppose that I don't feel qualified to judge its prospects. For me, it was a trade based on improving newsflow. I doubled my money almost in 3 months, so that's a good result. It wouldn't surprise me at all to see the shares go bananas, as we're in a raging bull market, and it does seem to tick…

Hi goingbroke, Yes, I've just been reading the update from ULS Technology (LON:ULS) . Am too tired now to properly report on it. However, it looks good - ahead of expectations. I looked at this company a few months ago, and remember thinking that it looks potentially interesting. I tried out their websites, etc, but didn't quite understand it properly, so in the end gave…

Hi Howard,Re your post no.3 above, just to correct one point. You said;Given that in this industry 50% of orders are returned, it's not obvious how the US is going to be profitable. Actually, the industry average is about 30%, which is the same as it used to be in the old days, with mail order.BooHoo has a returns rate of about 20%, per a…

Sorry for any confusion re today's report - it's my fault, as I was in bed with a bad back, and neither Graham nor I knew at that stage whether I was going to be able to write anything today or not. So he put up something on BOO in the meantime.Anyway, I'm dosed up with Ibruprofen, and have covered 7 companies (CRAW, PHD, WAND,…

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