Registered:
18/05/11
Seen:
Wed 8:18pm
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133

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 solid HY numbers from Haynes Publishing (LON:HYNS) where digital revenue is now over 50% of Group revenue. It’s a very different business from 5 years ago and modestly priced given decent recurring revenue. Ongoing significant investment £9m/pa in digital and other content as they are now targeting further expansion of their professional (HaynesPro) product line. Looking good.

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

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