Thu 7:33am


Occupation: Retired

Interests: Bonds, Gold, Oil, Stocks

Location: Malaysia

Twitter: Carcosa61

About Me:

Engineer, on occasion, Aerobatic Pilot subject to bureaucracy. Long time Private Investor. Sole income from Investing. Retired 2006.

Lived around the world but mostly (30+ years) in S.E.Asia

Investment Strategy
I tend to buy... after much research
I invest with... <£1m
Diversification is ... a hedge for ignorance
If I do as I said rather than do as I do, I would be a lot richer!

Carcosa's Latest Blogs

Avation (LON:AVAP) issued their prelims this morning for year ending 30 June 2018. At first reading there are no surprises, other than being stuck with an ATR! Avation are the only traditional aircraft leasing company listed on the LSE. Having said that, compared to other aircraft leasing companies around the world, both private and listed, they are very very small, which I see as being…

I have posted about Avation (LON:AVAP) on several occasions e.g. a post largely about the industry and how Avation sits in that market: Avation (LON:AVAP) has issued their interim management update which I will come on to a little later.Looking at the list of RNS's over H2, not a lot appears to have happened (as expected in another post of mine from last…

I rarely consider new IPO's, and by rarely I mean practically never. However Cake Box Holdings (CBOX) came to market on 27th June 2018 and sparked an interest so I thought I would take a further look. What I found somewhat unusual is that no capital was raised in bringing CBOX to market. It was supposedly brought to market to provide a partial exit for…

Hopefully my understanding of Avation (LON:AVAP) will assist anyone who may have a passing interest in aircraft leasing and prefer longer term investments...  Avation's 2017-2018 H1 results are due 26 February 2018. There will be Update Call at 1pm GMT on that day. For the Webcast you can register in advance or on the day. It will also be available for replay on their Website. …

From 1st January next year (2018), new reporting requirements will be implemented largely relating to revenue recognition The standard is "IFRS 15 Revenue from Contracts with Customers". IFRS 15 provides accounting requirements for all revenue arising from contracts with customers and affects all entities that enter into contracts to provide goods or services to their customers. It will require the disclosure of new information about…

Carcosa's Latest Comments

"felonies and misdemeanours" Reads like someone has been watching too many American soap operas!

Would be nice to see Stocko expand into other editorialised content in the mid to large cap arena including the likes of Stephen Bland's offerings as well as those sectors which the SCVR omits; but that may depend on the new software rollout. I too have been looking forward to the new software rollout for the last 2-3 years! ;-) With the SCVR being behind…

Why restrict yourself to FTSE 100? Why not just set a market cap of xMillion and, say, in business for 7-10 years? Would that not potentially provide better quality companies?

This is a very localised regional issue, which is why DGOC keep informing investors that it avoids such regional issues and maintains multiple access to various pipelines. Now they also have 10400 miles of their own pipeline and are capable of taking other third party gas producers output. So in effect DGOC will not be in a position as those in Texas; which are after…

Re Elegant Hotels (LON:EHG) I held these from 2015 to early 2016. Sold out after they became set on destroying the balance sheet. See Now I see curretn ratio is below one since 2016. The other item I disliked was their property valuation. There was in my opinion a big disconnect between the valuation and the realisable value with realisable value being significantly lower.

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