Registered:
18/05/11
Seen:
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Followers:
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Comments
131

Occupation: Company Director, Consultant, Private Investor

Interests: Stocks

Twitter: @vodkaquickstep

About Me:

Part time investor of around 15 years although only seriously since around 2010. I like small caps that I can understand with quality metrics and hold around 25 stocks, most of which are under GBP50m mcap.




Drvodkaquickstep's Latest Blogs

T Clarke – the 2018 Annual General Meeting Ticker ($CTO.L) – Full Market Listing (FTSE Fledgling) Share price 85.5p (market cap £36m approx.) Book value £16.5m approx. / EV £24m approx. I was pleased to attend on Friday (18th) my first AGM for T Clarke (CTO), a UK based building services and information / communications technology (ICT) business that has been in existence since 1889.http://www.tclarke.co.uk/http://www.tclarke.co.uk/images/uploads/documents/TClarke_Annual_Report_2017.pdf…

Well it’s that time of year to reflect on 2017 and whilst we have a few trading days left before the New Year I thought I would take a few moments to jot down my takeaways from what I think every investor will agree has been a great year for those holding equities. For me personally I have had a very satisfactory year albeit I…

Haynes Publishing Group – the 2017 Annual General Meeting Ticker ($HYNS.L) – Full listing (FTSE fledgling) Share price 202.5p (market cap £30.6m approx.) Book value £21m approx. / EV £27m approx. As per previous AGM’s, the directors could not have been more welcoming to the various shareholders who were able to attend the Haynes Publishing (LON:HYNS) AGM held yesterday (8th November 2017) at the fantastic…

Aukett Swanke – Value Trap or Bid Target? With news of the acquisition of Waterman (LON:WTM) by CTI Engineering (Japan) still fresh in investor’s minds; this being the latest in an exhaustive list of M&A activity in this sector over the last 10 years, I am being increasingly drawn to the potential value of AIM micro-tiddler Aukett Swanke (LON:AUK). As noted above, recent M&A in…

With the recent sad closure of the Motley Fool bulletin / discussion boards (http://boards.fool.co.uk/closure-of-the-uk-discussion-boards-13456218.aspx?sort=whole) which I know were enjoyed by a large number of investors, including myself, over many years, I was recently reminded of the well-respected investor and bulletin board contributor @Carmensfella and his ‘SLINKY’ acronym for identifying decent small caps for further research. I have had some success myself with the odd SLINKY…



Drvodkaquickstep's Latest Comments

Morning Paul - you might like to cover Driver (LON:DRV) despite your dislike of professional services consultants. Solid results, lots of cash, turnaround fully complete and also held by Keith Ashworth-Lord (Buffettology). Thanks.

Morning Graham - another shout out for Games Workshop (LON:GAW) please. Looks like things are going very well (ahead of forecasts). A keen favourite of Keith Ashworth-Lord!

Jack Any update for us on this please? Thanks

Great write up Roland - D4T4 are my No 1 holding having owned them since they were IS Solutions back in 2011. Lumpiness may continue to some degree but mgt are very focussed on mitigating this and recurring revenue streams are ramping up. You forgot to mention they have freehold property assets (their Sunbury HQ) and the mgt team with Peter Simmonds as Chairman are…

Hi Jack. It would be good to understand what their ultimate game plan is for business, whether concerning mcap / turnover, Geographies, other routes to market etc. In essence where does he see GAW in 5-10yrs from now and what are the key barriers constraining any such plans. Thanks !

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