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Real Name: Francis Wyburd

Location: London

Twitter: @whereyoustand

About Me:

I'm a marketing guy who advises firms on go-to-market strategy, mostly in B2B and technology. I do this at my consultancy Where You Stand Ltd

For the last three years, I have also been investing in listed (mostly small caps, some main market) and unlisted companies (mostly tech start-ups). I sometimes day trade but the majority of my holdings are long-term. 

Fwyburd's Latest Blogs

In mid October 2018 I invited SCVR readers to participate in my annual Investor Sentiment survey. The organisers of Mello London also invited the attendees of Mello Chiswick to take part.  By mid November, 167 people had responded so I closed the poll and presented the findings at Mello Chiswick yesterday.  The survey seeks to understand private investor behaviour and feelings about the markets they…

Last year, I ran a survey to understand investor sentiment about the market, what they invested in and how much they were 'in cash'. That report can be found here A SCVR reader suggested this would be a good time to run this again and compare how people feel and how this influences their asset allocation today versus last year. So I've set up…

Yesterday I attended this event at the Business Design Centre, London and thought readers might be interested in knowing some of the presentation points. For those who have never attended, it's a "Shares" magazine event, sponsored by Cenkos and AJ Bell which brings together retail investors with small caps. More detail here Small Caps consistently outperform the main indicesIt is believed they will become…

It dawned on me a while ago that investors have no real idea as to the true relationship firms they invest in have with customers. Why did customers buy? Who else did they consider or also buy. What's the likelihood they will continue to buy/buy more/stop buying.  For instance, take IQE (LON:IQE) ( I don't hold). I read recently that one of their customers decided…

On the 14th December, I invited readers of the Small Cap Value Report and  to share their thoughts about the markets they invested in.119 filled in the online survey which asked questions about what markets they invested in, how much capital they had to invest, what proportion of this was in cash today (vs 6 and 12 months ago) and what their market outlook was…

Fwyburd's Latest Comments

HI David,Re: Beeks Financial Cloud (LON:BKS) I made the comment about the Tier 1 provider as I thought (possibly incorrectly) that they talked about this in their H1 results briefing to PI World. It's worth a listen again in light of Leo's post and the share-price movement today. cheers Francis

Hi Matylda, Re: Marlowe (LON:MRL)One correction to your post this morning - the share count is now 45.9m so market cap at £4.18 is £191.9m (not 162 - Stocko data is incorrect). And I now have the Cenkos and Berenberg broker reports which came out today. Highlights as follows:2020E: Revenues: 168.9m/172m; EBITDA: 15m/15.2m; PBT: 12.4m 2021E: Revenues: 178m/180m; EBITDA: 17.4m/18m; PBT: 14.4m/14.7m  Berenberg target price…

Hi RichardAn investor posted some analysis this morning which resulted in the sharp fall. I think it's a little premature to write off their end of year results (all about the H2 weighting and the fabled Tier 1 customer they expected to get) but it just shows how jittery the market is. Long term investors should relax IMO. Hope that helpsCheersFrancis

Sterling work this week Graham (and Paul's additions), thank you and have a great weekend. cheers Francis

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