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

No doubt the price action will be crazy Monday am as people try to get in. Surely people buying on the Betaville rumour today were expecting Deltic to make an offer for Revolution Bars (LON:RBG) and therefore to make a quick profit by selling their shares to Deltic. Instead they risk getting a potential big dilution or capital raise so Revolution Bars (LON:RBG) can buy…

In many ways Indigovision (LON:IND) is a classic Gyllenhammar investment trading at a discount to NWC. The positive market reaction to his holding presupposes that he can add value. I can't see what he could do though apart from force a trade sale (and he will need significantly more that 3% and someone willing to pay £2+ to make this happen IMO.) The company has…

You would think given its low forward P/E & low P/S that Harvey Nash (LON:HVN) would make a good earnings enhancing acquisition for one of the larger recruiters, they could strip out the board costs and immediately increase profitability too. DBAY are value investors so should only really be interested in the highest risk adjusted return on capital so you would think that this low…

They have to try I guess, but if was in the market for a connected system I would go for an established player like Nest and put all my controls on the one app. It would be a case of paying up to do the job properly or not at all for me. Although they may sell some connected alarms into the Scottish retail market…

Saying you are certain of something is always a dangerous thing in investing! That said certain valuations do look very toppy - particularly in the US market & large cap growth. Effective ways to reduce draw-downs are: 1. As already mentioned trend following. There is a reason that this is not always effective and it is the psychological cost of implementation. There will be time…

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