Mon 11:42am


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

An excellent podcast (subscription NOT needed) featuring IC editor John Hughman and Phil Oakley picking apart the Woodford funds issues and the Investment Trust industry in general (very enlightening). ⭐⭐⭐⭐⭐ Also comments about DIY investing...

I would caution that it may take several days/weeks before Woodford liquidates some of his shareholdings in Burford. Today's drop will be largely due to the negative news not actual selling by Woodford.

Re The Copyright discussion Laurie, the extract you quote is practically on all websites (google the phrase). It's standard boiler plate prose. It is even on the RNS website! Just agreeing to T&C's does not make those T&C's enforceable. There is no doubt that copyright and associated 'laws' are not fit for purpose in the digital age. What still holds true however is defamation and…

Uk Copyright You are fine posting information with copyright provided it is for fair use. If the use is for the purposes of research or private study; If it is used for the purposes of criticism, review or quotation; Where it is utilised for the purposes of reporting current events (this does not apply to photographs) Ref:

Re KLP. The only shivers it is going to send are to those pensioners who are losing out on getting investment returns from high quality companies. This sort of unilateral activity by a pension fund should be forbidden. Their duty is to the pension members and not to sit on their high horse espousing BS ethicacy.. Incidentally, all those companies mentioned are trading at a…

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