Fri 7:43pm


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Of course as you point out Graham. The big question is what he does with the money. As you say he shows little intention of handing the money back.

Good morning, Graham. Winkworth (sorry can't remember how to put ticker in ) seem to be faring reasonably well in a difficult market, and I think look good value at 13 times with £3m cash of £15m market cap. Not the most exciting share but an interesting contrast to other estate agents. They say volumes have picked up in London as people are accepting lower…

I wonder whether institutional investors might now turn up at AGMs of smaller companies,if they are otherwise going to have to pay for private meetings ? I have rarely seen an institutional investor at an AGM .

Perhaps Lamprell will copy what their ex competitor Thalassa has done and give up the underwater business,sell up and buy in their own shares at a large discount to cash.

Daniel Thwaites have had quite good interims . The shares stand at a large discount to NAV. Market cap £91m to NAV of £167 after pension deficit. The shares would be a beneficiary of rising interest rates.

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