Tue 7:37pm


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

I response to daveinthelakes note on Provident Financial (LON:PFG) and Non-Standard Finance (LON:NSF), I recently took took out small position in Non-Standard Finance (LON:NSF) and am considering much more. (I work in Nigeria and also understand the genuine never-going-to-disappear market need for "sub-prime doorstep loans" for the poor and prefer this morally from regulated companies vs uncontrolled mafia style enforcers which will otherwise ensue). NSF…

Interesting dilemma on Fulham Shore (LON:FUL) following disappointing AGM update today on latest trading. I think the answer depends on your time horizon. As a regular readers of this column, what should we make of it. First, is this structural or just a short term bump. I think the concept is still good - differentiated, liked and addressing a big market (pizza) with a value…

I agree new car sales are likely to stagnate/fall in next 2 years. However, I think the effects will be markedly more benign for the top 2nd hand dealers (who are also the main new car dealers) although the sector as a whole faces longer term challenges. For the customer with a PCP deal ending, the assumption is at the margin, some will not renew…

Provident Financial (LON:PFG) only lost out because of a poor operational decision (to replace agents with F/T employees), NOT due to over lending/credit quality issues. PFG Rationale was good - lower cost, more controlled and more effective plus able to also provide support to other PFG businesses - but missed with the crucial human element. Being an agent was flexible (hence some only chose to…

Reasonably re-assured if not excited by Restaurant (LON:RTN) results. Recovery plan promised after crash steadily being executed well (last years cull of stores open/planned done; new menus rolled out; lower prices implemented; marketing specifically aimed at the right lapsed customers ie families). Believe there is a better slate of movies in the next 12 months to help pull in footfall. Overall, not sexy and will…

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