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

Location: UK

Twitter: @DangerCapital

Fantasy Fund: Cheap Quality Companies

About Me:

Investing from the eye of the storm




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

Hi Jack, Yes volatility is one of the most important topics in investing, and there are some big questions such as, to what extent does it represent risk to an investor? How persistent is volatility? How does it relate to other risk or behavioural factors? Stockopedia should increasing start to have the data sets available to start to answer these questions so I look forward…

Hi Jack, Good to have you writing for Stockopedia. As you say the low volatility 'anomaly' has been known since the days of Haugen and is a significant challenge to the EMH. Haugen proposed that it could be explained as a function of gearing limits on mutual funds combined with the principal-agent problem related to fund manager bonuses. i.e. FM get a bonus above a…

Along with Sanderson (LON:SND) falling yesterday on a 'slightly ahead of market expectations' announcement there are a couple of other reasons to think the market may not be pricing news efficiently at the moment:Capital Drilling (LON:CAPD) 3rd Quarter results: https://www.investegate.co.uk/capital-drilling-ltd--capd-/rns/q3-trading-update/201810110700046189D/ - Revenue up 12% Quarter on Quarter - Continued solid operational profitability - Strong cash position facilitated repayment of $2.0 million on current revolving facility…

Been following the saga here just because it is an interesting one to look at. Given the debt situation you would think it is nailed on that it needs a rights issue to re-build the balance sheet. That said there is a couple of reasons why this may not be the case: 1. It is highly cash generative and has a strong back catalogue of…

The issue I have with Versarien (LON:VRS) is that despite all the potential of Graphene they seem to have spent so little R&D on it. £300k is peanuts in technology research. I simply don't buy that all these university Research Departments are funding all the costs of research and letting Versarien (LON:VRS) use it for free. Equally, I don't buy that a Chinese manufacturer is…

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