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Thanks for the assessment of Churchill China Paul. Yes, UK revenues have stagnated for quite a few years but they are still greater than sales of all other contries combined so I am hoping that there is still be plenty of scope for international growth to drive the company forward. I also like to conservative and experienced management of this company.

Yes it is laughable how mainstream media like to interpret moves in the indices. On the BBC news at lunchtime today the newsreader suggested that the weak performance of the US market was because the likelihood of Donald Trump being impeached was rising sharply, as reflected by bookmakers odds. I wonder how the BBC knows that this was the reason - just a guess I…

I don't think the Water Intelligence results were all that bad bearing in mind that the company is continuing its multinational growth strategy into what are enormous and expanding markets. However, never a good idea to disappoint markets although I have noticed that Water Intelligence shares seem to go up and down by 5-10% on no news so perhaps an overreaction to the results is…

The comments so far tend to confirm my belief that private investors are more interested in wargames and cars than they are in bricks! However, I would note that MIchelmersh has seen a remarkable rise (for a brickmaker) in share price since March and I can't help wondering if there is more than the good financial performance involved here. I note that in the most…

Yes I would tend to agree, I would guess that Simon Thompson may not have the time to dig deep enough so his analyses are usually based on public information plus some spin from the companies plus, in some cases, a sum of parts analysis. Having said that he does identify some interesting special situations so I do read his section more carefully than the…

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