Mon 9:20am


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.…

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 ( 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

Hi Graham Its a real shame as I have been invested on and off in Modern Water (LON:MWG) since late 2013 and despite the awful looking chart its actually been good investment for me as I have moved in and out depending on price. I actually suggested to David that they attend Mello as I like their technology and their monitoring division was a stable…

Fully agree with you on the M&A aspect Paul. A big proportion of my portfolio has always been built with M&A specifically in mind although it seems a long time ago since my successes with £REDT, Waterman (LON:WTM), £CSG and £NCON. My current picks that are ripe for some Corporate Action are WYG (LON:WYG) and Driver (LON:DRV) especially given they have both recently been whacked…

£D4T4 are my largest holding where I have been adding since last 2011. Quality business with excellent management, cash, freehold property and operating in a hot sector with IP protected technology. Once they get to £100m mcap I can see the valuation moving further ahead as further institutions start to take interest. Worth looking at the typical M&A multiples in this sector - staggering. Year…

Further to my initial comment above re: Driver (LON:DRV) I have since spoken to Gordon Wilkinson (CEO) and he confirmed his agreement to me relaying the content of our discussion here:1) Trading Statement date. Gordon noted that whilst the trading statement was in February last year the Board did not want to release an update without the full facts on some of their delayed/deferred contracts…

drvodkaquickstep's Top Awards 6

drvodkaquickstep Followers

drvodkaquickstep has 8 followers including:

Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis