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Real Name: Leo

Location: UK

Twitter: LeoInvestorUK

About Me:

Formerly leoleo73


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Following the news that user-generated content on Stockopedia is going to be restricted to paying subscribers, you can now find all my recent commentary on my blog where it is freely accessible to all.

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LeoInvestorUK's Latest Blogs

In this article I'm going to discuss the value attributed by Vertu Motors (LON:VTU) and Marshall Motor Holdings (LON:MMH) to their franchise agreements. I'll focus on VTU because they reported today: https://www.londonstockexchang... But first, why consider holding these shares? The bull case clear rests on the strong tangible asset backing, strong operational (and disposal) cashflows, low valuation and opportunity for a snap-back when current issues…

Background and links On 24/8/2018 Wey Education issued a detailed pre-close trading statement. Additionally their house broker WH Ireland issued a note, Graham Neary wrote a writeup and a private investor evening was held. The following day Executive Chairman David Massie did an interview: RNS Statement Broker's NoteSCVR Interview (This follows much the same pattern as their previous substantial update in May: RNS Statement Broker's…

Impax Asset Management (LON:IPX) is widely followed on the Small Cap Valued Report, especially by Graham Neary. The share price has risen sharply recently and I have come to the conclusion it is now significantly over valued. I calculate market cap as a percentage of assets under management (Graham's preferred measure I think) to be 3.1%. I don't think it has ever been this high…

(I may review this and add some more detail on Thursday night) Wey Education announced their interims on 8th May and that evening held a private investor evening. This consisted of presentations by both David Massie (Executive Chairman) and Jacqueline Daniell (Executive Director) followed by timeboxed group questions with some input also from Barry Nichols-Grey (new Finance Director) and ending with an informal session where…



LeoInvestorUK's Latest Comments

IFRS 16. Partly to present the other viewpoint (and not because I can't see the other side), I'm going disagree with Paul and present the arguments (from my perspective) in favour: * If you are concerned about the health of the company, either because the individual company is performing badly, or because it operates in a long-term declining market, or both (such as RBG), then…

eve Sleep (LON:EVE) "strong track record of unprofitability", "despite being backed by a well-known fund manager" - I love the deadpan humour! Woodford isn't somebody I'd want to get into bed with and even if the shares might be due a bounce, I don't think I'd be able to sleep at night. Some would say investors were caught napping and this was never my idea…

I see the greatest risk of shorting £TSLA is that some greater fool comes along and buys them. We famously saw this happen with Quindell and I personally got badly stung with Countrywide who received a bid in 2007 on the eve of the greatest collapse in housing transactions the country has ever known. It is notable that in the above two cases it was…

Wey Education (LON:WEY) test[Sorry, having problems with ticker expansion on the new website and for some reason thought there was a delete option]

I covered Wey Education (LON:WEY)'s update on my blog today, both first thing and with a more comprehensive write up at lunchtime. I am more optimistic than some here on the FY 2020 and 2021 forecasts. In particular I don't think higher investment in advertising is necessary to beat FY 2020 and although the forecast growth rate from FY 2020 and 2021 looks optimistic, the…

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