Sun 9:29am


Occupation: Private Investor

Interests: Economics, Emerging Markets, Stocks

About Me:

Intermeditate experience value investor with a lot of practical emerging market experience

Zipmanpeter's Latest Comments

Further to (Paul & others) comments on the opportunity to improve Foods, here is an article about the new Direct of Food at Revolution Bars (LON:RBG) . McDonald was formerly MD at Bills as it rolled out 68 new outlets according MD of RBG McQuater. (Uneasy lies the crown........) Interestingly, looking at Bills menu not only does the food look good but their is a…

I am a (patient) holder of Norcros (LON:NXR) but have to recognise 4 substantial risks ranked , in my estimate, in order of risk adjusted impact on share price: i) POLITICAL - South Africa (30% revenue) COULD go off a cliff (eg Zuma stops capital repatriation or kills the rand) ii) RECESSION/BREXIT - UK market COULD go into a deep recession AND have pound fall…

Thanks to dahokolomoki (response 36) for making me re-think. I worried Revolution Bars (LON:RBG) was going to struggle because of the likely recession - it is an expensive night out. However as he points out, we only need to ask if there will be more POCKETS of rich 25-34 wanting the revolution/rev de cuba experience. Further the results presentation showed that sites are selected targetting…

In line post 9 and 10 I am a little bit unclear on What Next intends in dividends and its material - 4 x45pm ON YOP OF normal dividend is a big security blanket whilist waiting for L recovery (of which remains an excellent business). LT is can always STOP opening stores and "shrink" slowly towards an online only business where its cvast customer book…

Re French Connection (LON:FCCN), I worked for 15 years with classic big FMCG companies like P&G in emerging markets but have spent last 10 years in SME owned by Indian/Lebanese owner-founder entrepreneurs. BIG cultural difference. I am entrepreneurial - they are entrepreneurs like Marks. I am currently MD of a business that is the living dead : illiquid and insolvent - with interest bills higher…

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