25 mins ago


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: 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

It used to me the market's most shorted stock - but this is no longer the case. Q1 results from Arrow Global (LON:ARW), which on first pass to be quite satisfactory, may be the reason for the gradual unwinding of what was significant short interest. The short unwind is slow but it appears to be one way at present. It's not that the short thesis…

Morning All, FY results this morning from former basket case Smartspace Software (LON:SMRT). Graham I wonder if this would interest you enough to comment? Paul's last comments (when it was Redstone Connect) were: I visited this company some time ago, to a briefing on its turnaround strategy under relatively new management. They seem to have done a good job, as this was earlier a basket…

TA this morning from Mporium (LON:MPM) - continues the story of "transformation". There's a slide deck on what they do on their website for those like me that struggle a little. The boss Barry Moat has an interesting history, best leave it at that. Just throwing it out there for discussion. A million a week in sales from next to nothing, if real and sustainable,…

Morning all, Just seconding Belvoir Lettings (LON:BLV). Positive news on Intercede (LON:IGP) Paul - is this still one of yours? Happy to wait for the actual results. This (former?) serial disappointer is coming good and the SP has been weak of late?

Fulcrum Utility Services (LON:FCRM). Yes the TA looks solid enough, having recently taken a snall bite at these beaten down levels. I was immediately taken by the comment "Our success with these developments has resulted in a more cash consumptive profile across the period of these contracts". Nod if not outright nomination for management-speak? We have an adjusted ebitda number so one can have a…

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