Good morning!


Final call for Mello London & Masterclass

This is the last SCVR before Mello London, so it's my last chance to remind you of the Stockopedia discount code MLStocko25. This gets you £25 off, for one or both days.

I've also been informed that there is a Black Friday sale for the ShareSoc Masterclass event. Full members of ShareSoc can buy tickets until midnight tonight for £24.50. Non-ShareSoc members can book for £44.50 until midnight.

Three directors or CEOs from my portfolio holdings will be at Mello: Jonathan Lander of Volvere (LON:VLE), Scott Maybury of PCF (LON:PCF) and Charlie Cannon-Brookes of Duke Royalty (LON:DUKE) (you may have noticed a pattern - I like my financial stocks).

Others I would be interested in are Impax Asset Management (LON:IPX), National Milk Records (OFEX:NMRP), Bioventix (LON:BVXP), etc. The problem of having too many good choices!

One or two of you may have been looking forward to getting revenge on me for my bad beats and suckouts against you during the poker tournament at Mello Derby ealier this year.

Unfortunately, I'm going to have to skip the poker on this occasion, seeing as I'm scheduled to be on stage three times the following day, including first thing in the morning. My brain needs a rest sometimes! May the luckiest person win.



Today I intend to look at:



Record (LON:REC)

  • Share price: 31p (+2.5%)
  • No. of shares: 199 million
  • Market cap: £62 million

Half-year Report

(Please note that I currently hold REC shares.)

This is an investment I got into around the start of 2018. It hasn't worked out so far, as Record's currency hedging products have failed to achieve any momentum over this period.

I hold the stock for a couple of reasons - I trust…

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