8th Oct '18


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After mulling over how I would structure my monthly contributions to the fine community of stockopedia(!), I have decided to create "Stock of the Month" contributions where I will provide a summary of a company that I think the market has missed.For disclosure purposes, I will seek an entry into this tech play within the next fortnight but do not hold any shares yet nor…

Hello readers. I thought that I would write an occasional piece on stocks that I think are undervalued. By the nature of my pieces, I will hold a stake in the company as why would you not invest if you think it is good? I disclose I have a stake in the company in this piece. I will write maybe once a month but only…

AnonymousUser39518's Latest Comments

Matylda, my comeback to that would be twofold: 1) Forecasts look lowballed. I used to actively avoid companies where forecasts seemed to imply low growth until I realised that for some companies, forecasts are genuinely lowballed so they can be raised through the year. I think there's a little bit of upside on this basis albeit not a lot 2) the real upside is acquisitions.…

Hi Francis They're a buy and build biz in their chosen markets - they've done very well in executing it over the last few years. Essentially being able to bolt on complementary businesses (many of the divisions use each others products), gain some synergies and cross sales but also pay relatively low multiples and so benefit from earnings accretion Their EBIT margin of 13% adj…

Cheers for updating on MySale, Paul. Get better soon

All checked out positively. Might join you here. Thanks for flagging.

Genuinely interesting read and looks highly attractive on the face of it. Thanks for highlighting, will do some due diligence and come back with any questions.

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