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Paul,IQE (LON:IQE) "I've covered this company here before, but have never really understood the sector, or the future potential - I just crunched the historic numbers."The historic numbers were what they would have made had they sold the product at the going rate rather than at a discount they agreed as they did not have enough cash to purchase the manufacturing division of RFMD mid…

"I actually started looking at Convivialty as a potential short on the UK consumer crunch and after doing some proper research I'm pretty bullish on their prospects as the leader and consolidator of UK drinks distribution." I think your first idea is the better but it is certain that you will be right on at least one of those views. Regards, Seadoc

Anfitrion, I had good advice from children, nephews and nieces about bargain booze, did a bit of investor research, cheap cider, unbranded vodka and strong beer and invested just over two years ago. In Feb, Paul or Graham questioned the gearing and having doubled my money I sold half. The intention being to sell the rest but the sp kept climbing so held on. I…

Thanks Paul, The format works for me, might give you a few more hours duvet time. Conviviality (LON:CVR) I held a few, but sold as delivery drivers, well at least just over the border in Wales, were less than enthusiastic. A hard choice as the numbers still look good and why give up a senior position (senior wine buyer?) at John Lewis unless you were…

Andrea, "The market doesn't seem impressed... there are mostly only sales going through for ACSO since the announcement..." Agreed. I have the cash in the ISA and shares outwith so next reversal is a chance to move shares into the ISA. I have put some lines on my "charts" (I use Sharescope so just a two click job) and 1650 was that point but it…

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