Interests: Emerging Markets, European Markets, Gold, International Stocks, Property, Stocks, US Market
uk value trading (PYAD) & finding bubbles to invest in (Soros) .... probably polar opposites but that may help me along the very steep learning curve I am on.
PaulVery interesting comment on an 'ideal turnaround' situation:"Ideal situations are where there is perhaps one problem division within a group, but all other parts of the group are trading well. A good example of this is Avesco (LON:AVS)"This also seems to describe OMG well; their OMGLife division being perennially loss making but now being worked on (a combination it seems to me of selling part…
REPOSTED FROM FIRST ATTEMPT AT ARTICLE - HENCE REFERENCE TO PREVIOUS POSTSI must be missing something here because I would in no way be inclined to be so nice to LAKE.Just over a month ago we got an RNS saying "The Company remains on track to deliver the Board's revised expectations for the current financial year".Today we get Interim Results with "Operating loss was £(1.0)m,…
I must be missing something here because I would in no way be inclined to be so nice to LAKE.Just over a month ago we got an RNS saying "The Company remains on track to deliver the Board's revised expectations for the current financial year". Yes it does say "Boards" expectations and we can see from today that they don't like to share these expectations,…
PaulThanks for another great review - I for one would be lost without the SCVR. If you do come back to this report, it would be great to get your views of CPR. A developing story after your interview with @RebelHQ, the 20% rise since and then ... well ... yesterday.thanks.
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