42 mins ago


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!I'm reporting on 3 companies today - Bioventix, DP Poland, and SpaceAndPeople. Then this afternoon I'll be interviewing the CEO & CFO of Tracsis (will publish the audio of that tonight).EDIT: here is my audio interview with Tracsis, recorded this afternoon, which I hope you find interesting. Thanks to readers who submitted most of the questions I asked.Graham is also working today, and is…

Good morning!I did another big session of writing last night. So yesterday's report was greatly expanded, and now covers results/TUs from: Xaar, James Cropper, Eckoh, SoftCat, Quixant, Cello, CloudBuy, and Van Elle. Please click here to see the full report.Today I intend reporting on the following results & trading updates:Sopheon, Tracsis, Science In Sport, Safestyle, The Mission Marketing.Firstly though, a quick mention of results out…

Good afternoon!Apologies, but I'm running late today, so am slowly updating this article, and will continue doing so this afternoon/evening.In the meantime, I was burning the midnight oil last night, reporting on 6 more companies' results, so 9 in total. Therefore, here is the full report from yesterday.Today I have looked at results & trading updates from;Xaar (LON:XAR)James Cropper (LON:CRPR)Eckoh (LON:ECK) (major contract win)Quixant (LON:QXT)Cello…

Good morning! It's Paul here. I'll be writing today's report.Loads of results today, so I'll probably be doing shorter sections, so I can get through more companies.Please note that I added several new sections to yesterday's report last night, on;Finsbury Food (LON:FIF) - underwhelming results & prospectsMichelmersh Brick Holdings (LON:MBH) - very strong balance sheet & big increase in divisMaintel Holdings (LON:MAI) - very brief…

 Good morning!I note from the comments that one or two readers get confused about who is writing each report here, either me or Graham. I'm not sure how to say this without sounding sarcastic. The clue is that the relevant author's name, and a massive photo of their head, appears at the top of each article.Today I intend writing about;Focusrite (LON:TUNE) - positive trading updateTaptica…

Paul Scott's Latest Comments

Hi, I also liked the results from Elecosoft (LON:ELCO) . It's vaguely been on my watch list for a couple of years, as I thought it looked potentially interesting. Today's results look really good - strong growth in profits, and the accounts look pretty clean, as Graham says. I've picked up an opening long position in it today - am a bit late to the…

For the avoidance of doubt, I do like IG Design (LON:IGR) - good management, and seems to be on a roll, of improving performance. The latest trading update is clearly excellent, so the rise in share price looks fully justified. Generally, on all stocks, Graham & I will have our own opinions, which might differ. We're not trying to form a consensus, or "house" view.…

Hi Purpleski, That sounds very muddled thinking! I've actually done a retail roll-out, in the real world, and all you look at when planning on opening a new store, is; 1) How much will it cost (i.e. what's the total capex?) 2) How much cashflow is it likely to generate once it's open? When you've made the decision to open a new site, then the…

Hi tads, There's nothing much of real substance in that article. If he wants to work out his ROI numbers differently, that's up to him. Most other people work on the basis of EBITDA divided by the capex. Same with leases - some people like to capitalise them, personally I think that's nuts. It's just not how things work in practice, when you're running a…

Hi tads,I think I read something bearish on RBG a few months ago, but it was poorly researched rubbish, to be blunt.It's a poorly understood stock generally - people don't seem to grasp the key point that a roll out which is achieving 38% ROI is basically a no-brainer, given time. Each new site just bolts on more profit & cashflow. Talking to management, the…

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