Registered:
14/05/15
Seen:
4:58pm
Followers:
2

Comments
141

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

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

That is true of the Salter license - everything but scales. I congratulated Andrew Gossage on bringing a non-stick pan, with packaging, to Mello. It made the story clearer. He offered it to me to take home, to save him the carry, but I didn't fancy carrying it either. Another Mello visitor stepped in to save the day. Impressive presentation. I went in too early…

I used to work in Cyprus, where many similar restaurants have "persuaders" outside. I always thought they would be better off giving a free or discounted meal to one or two couples and sitting them up front. It reassures potential customers far more. But getting traction for the app means marketing cost, as Paul has identified, and usually takes longer / costs more than anticipated.…

I liked the point Richard Bernstein of Crystal Amber made in his presentation. As the fund gives 0.25% of value to charity each year, he feels an imperative to confront bad corporate governance which is impacting performance. I will look at Zane, following Paul's words. Currently I confess to mainly supporting the Salvation Army, despite being virulently anti-religion. I just think those guys "walk the…

ALM "Perhaps someone else will be motivated to study it in further detail." Allied Minds is complicated. Crystal Amber think their board costs are ludicrous, and have offered to manage the sale of holdings for far less cost. Woodford and Invesco are the biggest shareholders, and also hold a lot of CA. "Shares in Allied Minds (ALML), the early-stage tech investor backed by Neil Woodford…


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