Sat 4:17pm


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 have a diary note this week, written this time last year, advising the future me to book a holiday this week, as it's usually very quiet for results & trading updates. Accordingly, I'm jetting off to Spain tomorrow, just for 4 nights, having found a deal for only £300. Our Graham has very kindly offered to hold the fort…

Good morning! Thank you for the feedback last week, re timing of these reports. The consensus (of those who responded) seems to be that readers prefer us to take our time, and get it right, rather than rush for a deadline. I think the existing 1pm email deadline is a good compromise, so I've resolved to have early nights on school days, and get at…

Good morning! I had a discussion with our Graham yesterday. We both agreed that readers clearly want more prompt reports from us. So we're going to experiment with the format, and aim to get our reports up much earlier in the day. So it might take the format of an initial quick review, then some more detailed stuff (which takes longer to research) later, each…

Good afternoon! Let's start with a really shocking turn of events at Israeli, AIM-listed internet-of-things company, Telit: Telit Communications (LON:TCM) Share price: 127p (down 30.3% today)No. shares: 129.8mMarket cap: £164.8m Statement regarding Chief Executive Officer - Events have taken a shocking turn at Israeli internet of things group, Telit Communications (LON:TCM) . Hopefully readers listened to my repeated warnings over several years here, about this…

Good morning! It's Paul here. I've got to be out of my hotel room by noon, so will rattle off as much as I can. Then I'll try to find a cafe that does an all-day breakfast, and has WiFi, to write a bit more. I added some more to yesterday's report last night, which now covers: Revolution Bars, Johnston Press, Be Heard, Entu, and…

Paul Scott's Latest Comments

Hi xxx, I should emphasise that I have total editorial freedom in these reports. Stockopedia don't interfere at all on a day-to-day basis. I can only recall a couple of instances where they asked me to tone down my negative comments on micro caps, and that was several years ago. Both Globo & Quindell were very difficult for Stockopedia, because my extremely negative reporting on…

Hi Browndogwork, Re Purplebricks (LON:PURP) (I hold a long position in this share). Incidentally, I also hold a long position in IQE (LON:IQE) but forgot to include that disclosure in my comment above, and unfortunately the site won't let me edit my comment now, hence me correcting that omission here. The Watchdog allegations were pretty lame I thought - nothing of any substance. That resulted…

Hi fwyburd, That's an interesting question (about IQE's CEO having done one of those nasty transactions with Equities First). To my mind, those Equities First deals seemed to be a sneaky way for Directors of dodgy companies (e.g. Quindell) to secretly dispose of shares, whilst concealing it from the market. EF modus operandi seemed to be to immediately sell the shares in the market, giving…

Hi vik2001, OK, I'll write a section on North Midland Construction (LON:NMD) later. Not sure I'll have any insights those, as it's new to me. Regards, Paul.

Great idea! I can definitely see the need for a quick-fire daily discussion thread. Then Graham & I can do some more in-depth analysis later. Whatever people find useful. David O'Hara tried something like this a couple of years ago. It lasted about 2-3 weeks, from memory. So maybe a better idea could be spreading the workload Mon-Fri, maybe with one person doing each day?…

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