Mon 8:47am


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

Seems a bit unfair to mention Hargreaves Lansdown specifically in the title and infer they are at fault by so doing. As you mention, other such brokers have pretty much the same list of shares. I have yet to come across any convincing argument that crowd sourced share selections provides a quality list of shares in which to invest.  Of course, had you listened to…

LSE technical updates:

"So, if Burford think that the word "insolvent" posted on twitter in conjunction with a company's name can trigger algorithmic trading, what do they think will happen when a company themselves issue an official RNS containing the word "insolvent"?" My original post was meant as a general theme, not specific to BUR, but relatable to any share holding. But to respond to your question, If…

The Burford Capital (LON:BUR) RNS today is an excellent educational piece for all investors on how market manipulation works (as opposed to the numerous, unsubstantiated complaints written by emotional retail investors who have nothing better to do in thinking market makers are fiddling the system when a share price gets marked down for a mere 3% or whatever). The RNS illustrates the mechanism of  'spoofing…

Goals Soccer Centres (LON:GOAL) RNS issued today saying "...evident that there has been improper behaviour within the Company.  This has involved a number of individuals for a period since at least 2010"  This company has been covered several times by SCVR. Perhaps to most damning of which when Paul said "I think this is probably the end for shareholders here. " back in March. Full…

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