Fri 10:12am


Real Name: Si

Occupation: Company Director

Interests: Commodities, Stocks, US Market

Simoan's Latest Comments

Any thoughts on the approach for Quarto? Seems an odd kind of statement, no price, no mention of who the bidder might be.Yes, in my experience this is pretty unusual. Would they have to declare bidder and price if it was a management buyout? That would be my guess.All the best, Si

Paul, Like you my patience with Gattaca (LON:GATC) was running short and it snapped this morning at 7am. I am normally very patient in these situations, particularly when there's a juicy well covered dividend whilst waiting for the business to turn around and share price to turn upwards. However, I'm not sure that looks at all likely after today's update, so I sold out. Good…

I must admit to be close to losing patience with this share. However, on balance I'll probably continue to hold for the excellent divis. Plus I think this is a fundamentally sound company. There could also, at some point, be consolidation in the sector, who knows? Hopefully the company can improve performance in future. Big UK infrastructure projects have been flagged by the company again…

Steve, I realise what the bear case is as I have heard over and over on these boards and I'm well aware of the factors you mention in the Stockreport. In fact I was first attracted to it by the amount of green in the "Growth and Value" section around the time Paul first mentioned it. I bought a first small tranche at that time…

Hi Steve,No-one minds bearish posts, especially not me, but to be worth reading they have to ultimately call into question the valuation and you have not really done that because  LFL sales is no way to value anything. One years crap LFL figures are next years easy comparative, that is all. Yes, the stock market being what it is gets it's knickers all in a…

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