Sat 1:48pm


Occupation: Private Investor, Retired, Other

Location: Gloucestershire

About Me:

Semi-retired, though still travelling extensively. Beginning to realise I may not be a total novice investor any more.

Jonthetourist's Latest Comments

Hi Paul I don't think you have ever positioned yourself as a defensive investor. The small cap tide has definitely turned against us all for the time being, so sitting on the sidelines doing your analysis seems a very sensible strategy. So how about congratulating yourself on cutting your cloth appropriately, for the moment. Opportunities will come along and you will spot them. Jon

Hi both I think the counter-argument to Paul's fair point re listing is Aeorema Communications (LON:AEO) has ambitions to pick up small, complementary businesses going forward, and being quoted may help to facilitate that. I hold, but it's not a conviction position. Jon

The gobbledygook above was written on a train in China with very intermittent internet. My apologies! No Twitter, Facebook or Gmail here, but Stockopedia seems to be acceptable. Jon

To me, TWD is all about can they get traction on their new technology before the money find out from the old tech. Today's results suggest traction is good, but revenue is doing up on the meantime. Probably not ideal conditions for a trace against time, but I am watching from the sidelines with interest. It's a scientific innovator with a low BS quotes, so…

"I won't spend too long on this company" Yes, just a couple of throwaway remarks there. You can't help yourself, Paul!

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