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

50.1/49.9% split looks symbolic. Although, based on price action, RhythmOne (LON:RTHM) shareholders look disappointed and Taptica International (LON:TAP) shareholders pleased this morning, it does look like the Taptica International (LON:TAP) management are doing this equity deal from an all time low share price, and paying a price that already includes as assumption of much improved trading at RhythmOne (LON:RTHM) this year. This makes the valuation…

Although this deal looks like being structured as a takeover of RhythmOne (LON:RTHM) by Taptica International (LON:TAP), Sky reporting Taptica International (LON:TAP) shareholders will own slightly more of the combined business. If we said 55/45 split say, and assume that RhythmOne (LON:RTHM) is roughly accurately priced at £147m market cap (a big if given its history, but we do know Taptica International (LON:TAP) has been…

I raised this issue with the team a month or so back - I had noticed it on Sylvania Platinum (LON:SLP) too - they confirmed that the calculation of the Altman is wrong on some StockReports when total liabilities is negative. They have it on their bug fix list, although I believe it will take some time to rectify. The Altman Z is this is…

Principles matter in investing though. While, the real success for you is if you reach your long-term financial goals without undue stress along the way, when you write a public article you are at least suggesting in some way that this might be a good idea for others to follow. And in that I think it is right to question the foundation upon which the…

I like dividends. As a discretionary share-picker then they have some great qualities: they confirm that a company generates real FCF, the discipline of paying them can keep management from wasting shareholder capital, and increases of dividend can signal managements' confidence in the future far better then mere talk. Also in the UK with generous ISA tax allowances then the argument for no dividends on…

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