Fri 7:58am


This space is reserved for bestace to introduce himself.

Bestace's Latest Comments

For me the GAME Digital (LON:GMD) investment case still rests to a large extent on the BELONG gaming arenas. I'm not so fussed about their traditional retail activities which looks like a declining cash cow that should plod along OK absent an armageddon scenario, and on a manageable basis given the extremely short lease lengths, so any upside from that is a bonus. At the…

Taken literally, I agree that the word 'however' tends to support yours and Gromley's interpretation, but given the mood music from their customers and everything else we know about their markets right now, I just think it makes more sense to read 'however' as 'therefore'. The VCSEL ramp is a broad secular trend. They wouldn't be splurging on all this capex and doing the placing…

I read it differently, as 'uncertainties' referring to upside risk. So I read it as them saying they would hit expectations as a minimum but with a decent chance of a beat. I think it's a bit disingenuous to claim it's "early into the final quarter" given that we are nearly half way through it, so I think they will have a pretty good idea…

Having had a quick look at the US website it feels like they're not really ready to start selling there as they'll still be fulfilling all US orders from Europe for the time being.Looking at the details for a bass guitar (product picked at random by clicking a few links), they are charging $60.50 for DHL delivery from the UK when you can get the…

RWS is a core holding for me so I was obviously pleased by today's statement. Yes it's on a high PE ratio but it's always been on a high PE ratio and justified IMO in light of the high margins, ROCE and growth opportunities.It's the growth that probably provides the main scope for further share price appreciation since there isn't much room for multiple expansion.…

bestace Followers

bestace has 21 followers including:

and 13 more.
Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis