Registered:
20/05/09
Seen:
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Real Name: Mark Simpson

Location: UK

Twitter: @DangerCapital

Fantasy Fund: Cheap Quality Companies

About Me:

Author of Excellent Investing: How to Build a Winning Portfolio

A practical guide for investors who are looking to elevate their investment performance to the next level. Learn how to play to your strengths, overcome your weaknesses and build an optimal portfolio.



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Dangersimpson's Latest Blogs

Markets have been turbulent following the unexpected vote to leave the EU. And rightfully so - economic growth is based on the confidence to invest in property, plant, equipment or research and development now in order to generate profits in the future. If those investments are deferred or not made then that growth does not materialise. Spending will also be deferred by consumers uncertain about…

Avanti is communications company operating satellites. Currently they have 4 operational (ARTEMIS, HYLAS 1, HYLAS 2, HYLAS 2-B) with plans to launch 2 more in 2017 (HYLAS 3 & HYLAS 4).They have been heavily loss making so far but promise rapid growth that will deliver profitability to the company in the future:‘…management expects cash generation to grow swiftly as revenues exceed Avanti's largely fixed cost…

Thought I’d do a brief write up of the sessions I attended on Friday & Saturday at Mello 2014. These are based on the bullet point notes I made at the time which were the things that stood out to me rather than an attempt to capture the full nature of each talk. Summary & opinions of course are mine not the speakers. Looking back…



Dangersimpson's Latest Comments

You can get the preview from Yu's twitter: https://twitter.com/LongShortTrader/status/1158999474443677697?s=20

FA. off 15% on an inline statement and CEO leaving (assume that he was fired given lack of notice period) could be an over-reaction? I'm surprised he lasted this long tbh, given that during his tenure the shares have fallen from £3+ to eventually a 20p rescue funding underwritten by large shareholders (although not everything that has gone wrong could be laid at the management's…

Capital Drilling (LON:CAPD) was my Stockopedia StockSlam pick at November's Mello London and I rate it highly. A couple of additional thoughts: You are right to highlight the cyclical nature of the business, which shows up in their profit figures, however, it is also worth looking at their operational cash flow, which has remained positive during the last downturn. Effectively, when the market is weak…

A really useful exercise. 10% would seem to be quite a tight stop loss on such an illiquid share though? the spread alone could be 5% and 10-20% daily noise on small caps.

Good summary Leo, One minor point, I don't think the revenue decline will be as bad from Debenhams store closures. I think Debenhams are planning to close 40 stores, although this could change in the future. At the moment QUIZ (LON:QUIZ) are in about 2/3rds of Debenhams stores, so if they are in a similar proportion of the closures, this would be 0.66 x 40…

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