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Ericpiralta's Latest Blogs

Before I get into what I see as a very interesting investment play, I will caveat up front that Getech is not a business you can trade in and out of. Its really very illiquid, with a spread often of over 5% so bear this in mind. Regardless, with an ask price of 31.6p, if Getech plays out as I expect over the coming 12…

High quality compounders are gems, but rare beasts for UK investors High quality, compounding stocks are the holy grail for small cap investors. Many of these operate with disruptive business models and normally have some form of technology embedded that creates a barrier to entry. These stories can compound, year after year, for 10-20 years if onboarded at an early stage, and if the business…

DISCLOSURES: I hold, a large (for me) long position in FFI, having purchased recently at prices ranging from 30.3p to 34.3p. I am therefore talking my own book, though, I believe, backed by primary research (e.g. speaking to an industry veteran). Fact check with the company complete. “I will tell you how to become rich. Close the doors. Be fearful when others are greedy. Be…



Ericpiralta's Latest Comments

I have no issues with portfolio size, but if I had a portfolio, say, of £10,000, then £225/yr automatically shaves off 2.25% from the yearly performance. That is not immaterial. And if that's just one of 2-3 subscriptions you have for different data sources, then surely you can see that it's not an obvious decision. Edited to tame down.

Little bit sad that the SVCR and all editorial is moving behind the sub-wall. Not sure I entirely understand the logic of it, but presume there is some underlying data which supports there being enough likelihood of free users deciding that the SVCR justifies a sub The site is really great, but in my case, it doesn't form a big part of my investing. Just…

I Imagine results should be within a fortnight and potentially even this week. I will post my summary on the day of results, probably in the evening, once I've had time to digest all the details

Holdings RNS close to the COB today: Alto Invest have increased their stake to over 10% of the share capital. So they've gone from zero to >10% in around 6 monthshttps://www.investegate.co.uk/getech-group-plc/rns/holding-s--in-company/201902181618224012Q/

*I should add that I think customers can still buy a multi year licence to Globe so its a customer sided decision over whether to go for a multi year licence or a subscription

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