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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

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…

SRT Marine Systems (LON:SRT) have today announced the raising of £4m via a placing at 30p "to support the delivery of existing contracts, accelerate the development of coast guard specific functionality of its systems and additional working capital." This reinforces the recent news flow about the imminence of further contract wins and part of the monies raised are intended to pay for the additional staff…

trading update today: "the Company confirms that trading in the final weeks of 2018 remained strong and that the results for the year to 31 December 2018 are expected to be in line with expectations, as revised following the trading update issued on 3 December 2018." Also announced that full year results to 31/12/18 will be published on 28 Feb. https://www.investegate.co.uk/diversified-gas---38-oil--dgoc-/rns/trading-update-and-notice-of-results/201901310700116486O/

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