Registered:
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Asagi's Latest Comments

meanwhile, what has Tim Martin of J D Wetherspoon (LON:JDW) going to say about Brexit and beer?The vexed debate about Brexit has continued since the referendum, nearly three years ago. Although the public voted to leave, the majority of 'the establishment', including most MPs, most universities, the Bank of England, the CBI and media organisations such as The Times, the Financial Times and The Economist…

steady as she goes at Orchard Funding (LON:ORCH) https://www.investegate.co.uk/orchard-funding-grp--orch-/rns/half-year-results---six-months-ended-31-1-19/201903110700073802S/ looks like they took just six weeks to get the H1s out. Essentially, the company is a smallcap lender. Mcap £17.5m, P/E 16.4, yield 3.9%. Quite a large spread, as you might imagine. Management speak is confident but no signs of trouble or go-go growth coming down the pike. Asagi (no position)

my understanding is that Quartix Holdings (LON:QTX) accounting policies are very conservative, meaning that profit is understated versus other companies. Check valuation against free cash flow. The company trades at around 18 times free cash flow - nearly all the reported EPS is matched by cash. Company also has a strong balance sheet. I'm still of the opinion that it looks expensive but not as…

High Street rents are way, way too high.I'm wondering when the focus of this story will shift to the corporations and institutions that own these retail spaces and the banks that have lent to them.Elsewhere, DX (Group) (LON:DX.) is presenting itself as a turnaround under new management:https://www.investegate.co.uk/...trading in the period has been in line with management expectations. DX is in a good position to drive…

and as I write that, the offer price ticks up to 480p. Asagi (long MAI)


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