Good evening/morning, it's Paul here.

There's no rambling introduction today, pondering life, the universe & everything!


Mello Derby

I'm getting into a frenzy, trying to prepare for Mello Derby. I think there might be a handful of tickets left, so if you can join us, here's the link.

The quality of the companies presenting is far higher than any other investor show. The reason being that David Stredder hand-picks companies that are known to be decent. Also, he refuses entry to the spivvy junior resource stocks which usually want to come along to investor shows. So the theme with Mello is very much quality, ahead of commercial considerations. Isn't that refreshing!

Someone said that a lot of the speakers are the same as in 2014. That's true to a certain extent, but we're not going to be saying the same things! Graham and I will be dragged on stage at 9am this Thursday & Friday, to do Small Cap Value Reports live. Whose idea was that?! Grrrrr! Still I'm sure we can have some fun, providing I'm supplied with enough coffee & bananas.

My main presentation will be a review of the last few years in small caps - things I've learned, interesting themes, opportunities & threats, etc. Hopefully that should be interesting too. Although at this stage I only have 2 pages of rough notes, so need to flesh that out into a proper talk very soon.

As I'll be preparing for Derby, and travelling there tomorrow, this report will have to be a bit shorter than usual.



A big thank you to those of you who kindly donated to Brian Basham's prostate charity London Marathon donations page. He emailed me today to say how much he appreciates our support. Also, I'm delighted that readers here chipped in a decent amount, so thank you from me too.




Boohoo.Com (LON:BOO)

Share price: 177.6p (up 15% at 08:26)
No. shares: 1,149.5m
Market cap: £2,041.5m

(at the time of writing, I hold a long position in this share)

Final results - for the year-ended 28 Feb 2018.

This is a leading online fashion group, currently with 4 fast-growing brands - BooHoo, PrettyLittleThing, Nasty Gal, and BooHooMan.

This share occupies a special place in my heart, as it was a…

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