Registered:
2/09/13
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Occupation: Company Director, Entrepreneur

Interests: Economics, Private Equity, Property, Stocks

Location: Birmingham

Twitter: @marktughan

About Me:

Small time entrepreneur and serial investor. Started in Corporate Finance, now run 5 entertainment venues called Glee Clubs.




Fredericktug's Latest Blogs

Arrow Global (LON:ARW) had their capital markets day on Wed 8th November. The presentations and material given are available here:https://fotwlive.videosync.fi/2018-11-08-arrow-cmd-2018?seek=5293 Beware it was a half day and there's 115 slides in the pack. I am not sure how long this will be available for. It is clear that this is the start of the company's response to the fact that it has recently become quite…



Fredericktug's Latest Comments

Good Morning Graham, Just seconding Cantab on MySale (LON:MYSL). Also I'd be really interested to hear your thoughts on XLMedia (LON:XLM).

FY results this morning from Medica (LON:MGP). Sales up, adjusted op profit up, debt down to zero, divi up. Outlook positive. Graham's first look was this time last year: "My first impression is very positive. Cash flow conversion looks like quite good, as does the operating profit margin before exceptional items of c. 25%". The SP is below the original listing price. Feels to me…

For anyone interested, Capital Drilling (LON:CAPD) results today were excellent. Paul last commented on them in 2013 but they featured from what I can see in the Non 2018 Stockpedia StockSlan (nice write up, thanks to Damien Cannon). Anyway looks like a material beat for this supplier of pick and shovels (actually drilling equipment rental, mainly to the mining sector). Net cash, dividend paying, outlook…

Anyone interested in Eagle Eye Solutions (LON:EYE), whose interims are out this morning. Reasonably impressive growth numbers, losses almost eliminated. Has the feel of a story stock and long term disappointer finally coming good. But what valuation? Used to hold but sold on the latest run up. Potentially interesting again as the SP moderates again.

I would like to add a second request for Charles Taylor (LON:CTR) and Somero Enterprises Inc (LON:SOM). The adjustments in Charles Taylor (LON:CTR) look incredibly vague and a bit catch all to me!

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