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Laurie's Latest Comments

Thanks, Carcosa, butCopyrightExcept where indicated otherwise, all information, text and images are our exclusive property. You are only permitted to print, copy, download or temporarily store extracts from this website for your personal use, provided that you do not change or remove any copyright notices. All intellectual and other property information shall continue to be held by us and no rights of any kind in…

Re Woodford Sorry--I took the list of holdings down... they have copyright

Here is the list of Mr Woodford's holdings within the affected fund as of April 30th:Link removed as there are prohibitions on Woodford's website...Search services will be helpful, but there is a registration process.

Kape Technologies (LON:KAPE) For those who might be unaware, Teddy Sagi is the majority shareholder. He has an interesting past which includes jail time, fraud and having a listed company he controlled buy other -arguably worthless- companies he owned personally. There was quite a bit of trouble concerning this during his time at Playtech. [He is no longer involved with Playtech.] A Google search provides…

Petards (LON:PEG)I like the company, but be aware of this from today's results as it could affect how one perceives value:investment totalled GBP1,608,000 (2017: GBP1,290,000) of which GBP1,444,000 was capitalised (2017: GBP1,043,000). The capitalised costs relate predominantly to the Group's next generation of eyeTrain software products (in '000s): Amortisation of intangibles (590) Operating profit 1,156 Both Trade and other Payables and Inventories are high and…


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