20 mins ago


Occupation: Private Investor

Interests: Asian Markets, Emerging Markets, European Markets, Funds, International Stocks, Oil, Property, Stocks, US Market

Location: Surrey

Fantasy Fund: Gus 1065's Fund

About Me:

Ex investment banker specialising in ABS/RMBS and Principal Finance. Now a slightly less stressed house husband, dog walker, long distance cyclist and scuba diving PI.

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk

Gus 1065's Latest Blogs

Mike Ashley has today put Newcastle Utd up for sale (again). For once, the team is doing pretty well on the pitch and given the huge investment being made by the likes of Sky and BT in premiership football rights there should be no shortage of buyers for this "iconic brand". With the proceeds from a sale burning a hole in his pocket, is it…

All share recommended offer (looks like a consolidation/merger of comparative equals) just announced at c.28% premium by John Wood (LON:WG.) for Amec Foster Wheeler (LON:AMFW) . First of several in the sector perhaps? Gus.

Link below to MGW's 2017 bucket list picks for the Oil and Gas sector together with a review of the selections made in 2016. Stockopedia metrics don't really work so well with these kind of mainly exploration and development energy stocks - just take a look at the stock ranks of the top 5 in the list - but together with the mining/other natural…

All cash 50% premium offer announced this morning for Fyffes (LON:FFY) by Sumitomo Group. RNS details below. 37% premium to previous all time high so looks a reasonably full price. Best, Gus.

One of my stocks, Sound Energy (LON:SOU) , has today announced an underwritten placement of about 5% of its current share capital. As part of the book building process, they have included an offer to PIs with a minimum £1,000 subscription, to participate via the portal on similar terms as institutional investors. Presumably this is a cheaper and quicker means to tap the market…

Gus 1065's Latest Comments

While I agree international diversification is essential to achieve a balanced portfolio, I am wary of venturing overseas where I have limited feel for the markets or the companies involved. This is especially true of the Far East, BRICs and the rest of the Emerging Markets. Coupled with the additional costs of FX translation and typically higher dealing charges I've tended to manage my overseas…

Half year report from specialist currency manager Record (LON:REC) released this morning. Pretty much in line with trading update released in October covered by Graham. Slightly higher volumes, no new customers and slightly lower margins. Reasonable but may not be high octane enough for current Super Stock market expectations. Gus.

Hi fwyburd. Fair comment, but SRT Marine Systems (LON:SRT) is the third stock covered on Paul's list today so is presumably fair game for discussion. Gus.

Apparently Sheffield has been the cultural centre of the Universe since the Human League kicked off in 1977 ..... Gus.

Hi Gromley. It may have changed since my day (most things have) but in essence, when a Placement is being contemplated the broker will circle with prospective investors several days before an offer to test appetite for new shares with regards to volume and pricing. As part of this process, the broker takes the investor "over the compliance wall" at which point they're deemed to…

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