Sat 11:16am


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Camtab's Latest Comments

Disappointingly could only make Thursday. Enjoyed your beginners course on investment though, very useful.

Graham sorry I missed you yesterday. I did see you several times in conversation but hard to get a moment with you. I went to Duke presentation which was very interesting and also Beek Financial which is a company I really like. I spoke to the Avation CFO, but some how aircraft leasing just feels the wrong business for me. I am very concerned about…

Be interested in your views on Sanderson Paul. Good set of results this morning. I am not a holder. I keep looking at them and finding reasons not to buy, and then regretting when their numbers come out. I copy their op highlights from rns below High level of sales order intake at £8.34 million (2018: £7.71 million) with 15 new customers gained during period…

Oops also I see Zytronic results are out. Pretty much in line with the expectations they had set in their recent trading update. Maintaining divi but cautious outlook statement. Can't help feeling another buy in opportunity. Cash generative, good balance sheet and honest management.

Paul, I see this morning Beeks BKS are increasing their number of data locations using Equinix. I am not an expert in the sector but it seems to me reading between the lines this probably suggests things are going well. I note they are at Mello so will be interesting to chat to them.

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