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I've been invested in SRT Marine Systems (LON:SRT) for 8 years but it feels more like 16. The company had so much potential when I first bought stock but the early promise of growing sales of AIS transceivers to satisfy national mandates around the world never achieved lift off. "Jam tomorrow" became the familiar jibe of those who doubted SRT would ever make it big.…



Alterego's Latest Comments

Strix (LON:KETL) for information, Simon Thompson has published another article in the IC today. It's subscriber only but concludes with: "Trading on a 2020 forward price/earnings ratio of 10, and offering a prospective dividend of 4.8 per cent, I continue to rate Strix’s shares a buy and have a 200p target price. Buy." The article is here https://www.investorschronicle.co.uk/comment/2019/03/21/strix-aims-to-clean-up/?utm_campaign=Copy+of+ICDailyEmail_new2016&utm_source=emailCampaign&utm_medium=email&utm_content= I hold.

Strix (LON:KETL) final results of interest here too. Maintaining high global market share in kettle controls and improving margins in spite of difficult climate. Significant cash generation paying down debt and increased dividend as promised with 4.4% yield Rigorous patent enforcement to protect brand and curtail copying designs Aim to restore growth in Chinese market with lower cost product Plans for new factory in China…

Burford Capital (LON:BUR) it's worth reading the section of the annual report that deals comprehensively with competition starting on page 11. This dispels the notion that competition is a problem, currently or in the foreseeable future. http://www.burfordcapital.com/wp-content/uploads/2019/03/BUR-31172-Annual-Report-2018-Web.pdf It's tempting to think that this business is easy money and only requires access to finance as suggested above. "they will undoubtedly be facing competition for the best…

Burford Capital (LON:BUR) hawkipa said "There is a growing and accepted view within legal circles that there is an excess of litigation funding vs the potential available cases." That's at odds with what Bur say and have been saying for some time. In their annual report they say "Our “market” is really three areas of legal activity, each of significant size Each area dwarfs the…

I agree about the quality of the formal reporting from BUR. The annual report is written to be understood by shareholders not financial experts. I have rarely come across such a clear and easily understood explanation of a complex business. I have held Burford shares for several years and added as I gained more confidence in management and future prospects. It is by now the…

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