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Real Name: Maynard Paton

Occupation: Private Investor

Twitter: @MaynardPaton




TMFMayn's Latest Comments

Hello PaulQuick query: have Allenby adjusted for new site openings during the year? Given that FM is opening so many new sites throughout the year, the average turnover of the whole estate would be meaningless - because new site openings part-way through the year would depress the average revenue figure to a considerable extent.  Here is the pdf again and a screenshot of the relevant…

Hello PaulQuick query: have Allenby adjusted for new site openings during the year? Given that FM is opening so many new sites throughout the year, the average turnover of the whole estate would be meaningless - because new site openings part-way through the year would depress the average revenue figure to a considerable extent.  Here is the pdf again and a screenshot of the relevant…

FUL 

Interesting that the Allenby note… http://www.allenbycapital.com/research/research-fulham_16_1316430210.pdf …states the average Franco Manca (FM) site earned revenue of £1,050k during FY 2017, which was down 7.0% on the £1,129k for FY 2016. I have worked out the H1/H2 splits for FM... and H2 2016 was £1,158k, H1 2017 was £1,120k and H2 2017 was £977k. I have ignored the H1 2016 figure as FM was part-owned…

The performance of BMUS shows that I get a helluva lot more right than wrong. Nobody would read this blog if that were not the case. Here is a quick rundown on BMUS on a stock-by-stock basis. Essentially BMUS has held a total of 64 different shares in its lifetime, 37 of which have made money and 27 of which have lost money. The average…

From ASHM's latest City presentation, it does seem Emerging Market equities have generally traded at a discount to Developed Markets equities:The discount may have been narrower in the past, but the chart does not make it obvious the current discount is compelling when compared to certain times previously. Anyway, most of ASHM's AUM is in debt, bonds etc., and the associated relative-valuation charts in the…



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