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Hi all, Seems the market has shifted to me, most good news is being marked down, bad news is hammered. Only exceptional news seems to move the price. I’ve been stopped out more times this month than for years. Lots of studies show small cap weakness before a large correction, is thus just noise or not? My cash, not just from stopped positions is large,…

GAME Digital (LON:GMD) is now trading at less than its cash and although cash increases after xmas the SP seems to have fallen too low. Famous last words of course with the CFO resigning but he is staying on for 3 months. Paul Scott's positive points here are still valid and the annual report is clear they are repositioning themselves for esports (already huge and…

Hi, from the reg news section, a lot of significant shareholders selling over last two months, any views?

John652's Latest Comments

Hi Leoleo, Re Frontier Smart Technologies (LON:FST), globally there were lots of manufacturers of MP3, and that is exactly what google wants to happen with voice assistance, lots of cheap products and thats why they making their platform open source and working with companies such as Frontier Smart Technologies (LON:FST) - highly likely to be a huge market and FST are signing up customers, just…

I love the report, whatever time of day, just please don't confuse me with the other guy! 85 red thumbs and counting.

Also Patisserie Holdings (LON:CAKE) please, results look very good to me, steady, and the comments from chairman/ceo have the usual clarity. An aspect I like, and each report seems to show this, is the focus on cost management. So not cheap but executing on strategy. Although slater would be selling, if not shorting, at that PEG of 2.2

Re Patisserie Holdings (LON:CAKE), SCSW monthly newsletter commented a few months ago that majority owner Luke Johnson, who also owns Gail’s Bakery (very expensive bakers but always full), is/maybe performing a strategic review/synergies review of the two. The price seemed to move up after that news. As a company, all stores opened through cash flow, steady eddy returns and Luke Johnson is, so far, a…

Highly recommend these PI Recordings, excellent way to understand the companies.

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