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I posted the below at the end of a Small Cap report just now, but feel it may deserve it's own thread: Genuine question for any readers here: Are you still wearing the same brands you wore 5/10/15 years ago? I personally hardly ever buy clothes (frugal/can't be bothered/happy to get the annual jumper present at Christmas) so it's hard for me to answer my…



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I completely agree with this assessment (though full disclosure, I sold out around the £30 level for a nice profit).Amazing company. Revenues and profits will continue to grow but would I buy a company with average growth rates for £200m when it is currently only making £9m per year? Not really, but then the price is £40 (and I don't have £200m) so what do…

Thanks for your post. Truth be told, I was actually hoping you would make a comment on Jarvis Securities (LON:JIM) as I too was using your previously assumed £229m cash under management figure as part of my calculations.You mentioned an interest rate of 1.80% for 2017. I was assuming 1.76% for 2017, so pretty close and a good starting point for my next point.Given that:the…

Thank you Paul for publishing your meeting notes on Revolution Bars (LON:RBG) I remain an optimistic holder, irrespective of a takeover. Eliminating Expansion Capex would have generated >£10m in either of the last 2 years in operating cash flow (including all loss-making sites) Even being cautious and taking some of that off (as per a commentator above) leaves a very cash generative company. The company's…

Jarvis Securities (LON:JIM) released results today.I've previously been a holder, so like to keep an eye on things as I always thought this was a pretty safe holding to have.One thing I noticed, however, was that interest income ONLY increased by 7%:2018: £4.1m2017: £3.8mGiven that interest rates have increased significantly (in percentage terms) from 2017 to 2018, from 0.25% to 0.75%, I was expecting a…

Somero Enterprises Inc (LON:SOM)"It could be argued that tariffs increasing cost of construction will lead to a desire to increase efficiency by construction companies unless impact is big enough to switch off construction."Agreed. I guess my thinking was that aluminium and steel prices increasing 25% and 10% respectively would be material enough to drastically slow everything down. I'm still amazed it hasn't to be honest!GLAH

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