Good morning! A jolly time was had by all at last night's ED Investor Forum, kindly hosted as usual by lawyers Fasken Martineau in Hanover Square. I enjoyed all three company presentations, brief impressions as follows;

Tristel (LON:TSTL) - Several shrewd investors have urged me to look at this company in recent weeks, so I always sit up and take notice when highly successful investors begin to mention the same company. Checking back on my notes here, it's always looked a tad expensive, but broker forecasts keep going up. In the last year consensus forecast EPS has doubled from 2p to 4p. With another outperformance RNS just a few days ago, I think this company deserves its forward PER of just over 15. One attendee put it politely by suggesting to me that the CEO & FD of Tristel would benefit from going on a presentations skills course! It was a rather peculiar, wooden, scripted presentation, with awkward pauses and almost robotic delivery. Although in a way I find that quite encouraging - if management are hopeless at ramping the share price, then you're more likely to get a bargain! The content of the presentation is what counts, and Tristel are clearly on a roll with their innovative products, which are now being put through an international roll-out.

Regenersis (LON:RGS) - The complete opposite in terms of delivery, which was a super-confident presentation from this electronics repair company. Mind you, the presentations should be slick by now, as they seem to appear at virtually every investor event going! I spotted the value here at 90p, but sold too early at 150p. The shares are now 390p, and growth is being achieved on many fronts, mainly from acquisitions in emerging markets. A fairly large acquisition has been made of a data erasure company, and a very convincing case was explained for this deal. I'm not tempted to buy back after such a big rise in price, but was discussing the company with a large shareholder afterwards, and completely understood his decision to hold for more gains.

Sinclair IS Pharma (LON:SPH) - This was a new company to me. It mainly does cosmetic creams and other treatments for skin. The charismatic CEO gave us a master class in the sector, including some…

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