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Occupation: Entrepreneur

Interests: Economics, Private Equity, Property, Stocks

Twitter: @marktughan

About Me:

Small time entrepreneur and serial investor. Started in Corporate Finance, now run 4 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

Van Elle Holdings (LON:VANL), SR 93 / "super stock (Interims today, SP down to 55p at 9pm) please! Also, for those interested, Headlam (LON:HEAD) - "marginally ahead / in line" but v cautious outlook. Divi up. "Strong balance sheet" claim made - so this alone warrants a proper check! Thought I was in for a bad day but thankfully I also hold £SOM!Also - second…

Lacklustre interims from Triad (LON:TRD) this morning. Sales, profits down, net cash and dividend both up. SP hammered, putting superficially into value territory. Luckily I was watching from the sidelines - the SR of 95 kept it on my watchlist.  Still can't see value with half a million EBITDA. Interesting comment at the end: "The Company is aware of numerous unfounded comments from a major…

Morning Paul, Solid but unspectacular interims from Solid State (LON:SOLI) this morning could be worth a look if you have time. An April TA, saw the shares hit. But there has been no repeat warnings and a recovery seems to be underway. SR 95 and superstock status also appeals. Disc: I hold. Caught the knife in May! Regards, Mark

Hi mojomogos, As I was at the capital markets day I did ask around during lunch if anyone was aware of a published bear case, from any of the short sellers but no one was aware of any. Several suggested that it may be just a way to take a bearish view in general credit conditions by proxy. There must be better ways to do…

Hi Shine, From the information presented, collections were consistently running ahead of forecast. Of course is all part of the assessments and they never expect full recovery, this is factored into the price they pay for the assets. The asset management side they say is the capital light (thought lower margin - and lower risk) part if the business and they are guiding us to…

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