Effortless Cool

Stockopedia give an excellent summary of Macfarlane (LON:MACF) on their share page:"Macfarlane Group PLC is a United Kingdom-based company, which is engaged in designing, manufacturing and distribution of packaging products.The Company's segments include Packaging Distribution, which is engaged in distribution of packaging materials and supply of storage and warehousing services in the United Kingdom, and Manufacturing Operations, which is engaged in designing, manufacturing and supplying…

AO World (LON:AO.) is an online electrical retailer. It describes its mission as "to be the best electrical retailer in Europe. It may well be succeeding in that mission, claiming industry-leading scores on customer review websites and very high net promoter scores. The price of delivering that level of service, however, as I will set out below, is that is a loss-making business that seems…

Can anyone help with this? I'm trying to create a post with some charts in. I have saved the charts as pictures, but can't work out how to insert them into the post. I have actually done this successfully before, but can't remember how. I'm on a Mac using Safari.

Water Intelligence (LON:WATR) came to the Aim market in 2010, through a reverse takeover of Qonnectis plc. Its principle asset is the American Leak Detection (ALD) business, which it operates on both a franchisee and corporate-owned basis. Background As described in the 2010 prospectus: http://www.waterintelligence.c... “ALD focusses on the accurate, non-destructive detection of all types of leaks including hidden water and sewer leaks, together with…

Based on Paul Scott’s analysis of ABDP’s recent interim results and the ensuing discussion, there seems to be a poor understanding, even amongst savvy investors, of the methodology through which share-based payment costs are calculated and the appropriateness or otherwise of including them in earnings-based valuations.http://www.stockopedia.com/content/small-cap-value-report-tue-25-apr-2017-bltg-cpr-abdp-180864/ I was one of those confused investors, and the ABDP situation spurred me on to do some research to…

I have closed my short at 84.01p, for a decent profit. I am still working through my projections but my reasoning is the strong performance on control of expenses in the second half of 2019. If this is sustainable and they can continue growing top line, then there may be a business here after all. Additionally, I am not clear on the effect that the…

I would suggest catching up on the various articles on Good Energy (LON:GOOD) in Private Eye over the last few years regarding their investment in the Swansea Bay Tidal Lagoon (now written down to zero). I wouldn't go near them myself.

RobC, My view is that the "discount" you cite is illusory. The unquoted (or fake quoted) assets that dominate the Woodford Patient Capital Trust (LON:WPCT) portfolio are, in my opinion, on ludicrously high valuations that there is no chance of realising. I remain short.

Were Water Intelligence (LON:WATR) recorded?

A surprisingly positive AGM update from Headlam (LON:HEAD) this morning. "Like-for-like revenue* increased by 3.1% and 5.8% in the UK and Continental Europe respectively against the same period in the prior year, resulting in an overall like-for-like revenue* increase of 3.5% in the Period against the soft comparatives of the prior year. In absolute terms, total revenue increased by 5.5% in the Period". Although they…