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Housemartin2's Latest Comments

Cloudcall (LON:CALL) Yep serial disappointer does not fail to deliver. Hope someone does not bring out a better mousetrap before it reaches cash positive. Sigh ! Long Cloudcall (LON:CALL)

The management of Flowtech Fluidpower (LON:FLO) do seem to know what they are doing but I do feel that these sort of businesses ( small companies supporting manufacturing ) are likely to be hit badly in the forthcoming recession. Reluctantly I sold out last week.

Ah well I read the Duke Royalty (LON:DUKE) announcement as deferring larger cash sums sooner in return for more cash later.This increases the risk and could reduce the valuation of the company. Currently Mr Market seems to agree. Personally I like the idea but it depends upon the relative numbers, I imagine. One thing about Duke Royalty (LON:DUKE) that I am concerned about is the…

.Post Brexit actually happening, Portmeirion (LON:PMP) falls out of the EU/Korea trade agreement. Duties then become 10%. Forward planning by distributors ?

A pretty awful update from Plus500 (LON:PLUS) this morning. A read over to IG Group (LON:IGG) and CMC Markets (LON:CMCX) I expect when markets open, though continuing bad news already baked into these prices already I imagine. I also imagine Graham will have views. (Long term positive on IG Group (LON:IGG) and holder) PS Will be continuing reading Paul & Graham 'on the other side'


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