Registered:
18/05/11
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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

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…

 Ashley House (LON:ASH) Ticker: ASH Sector: Construction & Engineering (AIM) - Floated 2007http://www.ashleyhouseplc.com Yesterday, I was pleased to attend the AGM of Ashley House (LON:ASH), a microcap company where I have been a shareholder for the last 3 years. Over this period, however, I have taken little interest in the company for one reason or another but have kept an eye on it and various…



Drvodkaquickstep's Latest Comments

Further research over the last day or so reveals that the Directors of the company (along with former Directors / Employees) own at least 49% of the issued share capital. Including staff that own <1% each I would expect this to be well over 50%. Of equal interest is that the average age of the (long standing) shareholders on the Register is 64; the majority…

100% agree as an (ex) expat myself. Glad to have stayed well clear.

Reb. Thanks for the comments. We discussed the potential use of the property disposal proceeds last year and its likely it will be re-invested into new content and / or acquisitions. With respect to margins on manuals, management noted that with respect to the agreement they have with Halfords in the UK (in store and online) they always ensure that pricing levels are consistent so…

Like the write up Dearg and trust you have seen my write up from earlier in the year too: https://www.stockopedia.com/content/ashley-house-plc-ash-a-shareholder-friendly-recovery-situation-150650/ Pleased that finally shareholders should now see a decent outturn with the benefit of F1 modular diversifying their income and as ever I am patient with a long time horizon.

Finally the news shareholders have been awaiting starting last week (25 October 2017) with the government announcing that the Local Housing Allowance (LHA) rate will not be applied to the social rented sector. Further updates from Govt this morning with the share price responding accordingly. https://www.localgov.co.uk/Whitehall-announces-flexible-funding-for-supported-housing--/44118 WHI currently maintaining their 15p price target although I now expect this to be updated. Still some awful numbers…

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