Occupation: Other

Location: London

Twitter: @BenSharman

Investment Strategy
I trade... monthly
I tend to buy... after much research
I hold for... years
I invest with... <£100k
Diversification is ... essential to reduce risk

I have a number of strategies: 1) I am a bargain hunter! I aim to find unattractive 'special situation' businesses which have a clear plan for recovery. 2) I invest for income and like companies which pay large (above market average) dividends, which are at least 2 times covered. I usually wait until these companies also offer good value. During the 2009 crash I bought a few large companies on PERs of less then 7 and yielding over 7%. 3) I don't really do momentum! 4) I invest in large, mid and small cap companies in different sectors in the UK and overseas. I'll look anywhere for value.

Bsharman's Latest Blogs

Can anything be done about these bunch of crooks? I can't believe the depths the Chairman and Board (excluding the one Independent Director) have gone to steel this company from decent shareholders. All I know is that how they have acted is a complete and utter disgrace and wish that these people could be held accountable for their actions.I despair! 

Does anyone own Premier Oil 5% 2018 retail bonds and can help explain to me the refinancing terms so that I can understand as i'm struggling to know what to do? Holders are being offered either: Equity Warrants - Holders will be entitled to subscribe for Warrant Shares at the Exercise Price (£42.75). The warrants are expected to expire 31 May 2022. Synthetic Warrants -…

Hi All,My research has led me to broker Cenkos Securities (LON:CNKS) - The Stockopedia computers seem to love this share and it ranks as:94 for Value 99 for Quality 98 for Momentum and has an overall StockRank of 100! (and also passes 5 screens) Operating margins have been increasing rapidly and return on capital and equity are very high. It offers a dividend yield of…

I thought I would start a new post to discuss companies which currently offer seemingly good value. I'll start with Molins: MOLINS Molins are based in Milton Keynes.  They supply machinery, instruments and services for the production and packaging of consumer products, such as cigarettes. They have a Market Cap of £31m and an Enterprise Value of £26m. This shows that they have cash on…

Bsharman's Latest Comments

Hi Paul. Time permitting - would it be possible for you to look at Gattaca (LON:GATC) and Flybe (LON:FLYB) Thanks, Ben 

A quick point worth considering on $SND is that over 50% of their revenues are recurring - so maybe not subject (as much) to lumpy contracts thus lowering the risk profile.

RE: $ITQ   I feel we're not being told the full story here. If the Directors don't want the company to be listed, then why have they appointed a new NOMAD? I wonder if minority shareholders might have either shamed, or threatened legal action against the company? I wrote to both AIM and the FCA about this situation as did many other minority shareholders. Perhaps they…

Thanks Liam. I will write a strongly worded letter today and ask that the matter be investigated. Perhaps to the FSA and to AIM regulation people. I would urge all current shareholders - (or anyone who cares about injustice) to do the same. Thanks. Ben      

The pig headed Chairman has been on a mission to exploit decent shareholders. The MBO offer of 42p was way to low but he and his cronies did all they could to talk down the price and issue profit warnings blaming everything other than themselves. This last effort to remove the shares from AIM is downright criminal in my opinion. How to react? I would…

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