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Real Name: Leo

Location: UK

Twitter: LeoInvestorUK

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Formerly leoleo73


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

Paul, Would you consider using Virgin Money Giving rather than Just Giving? The former are not for profit and charge 2% on donations and whereas the latter are for-profit and charge 5%. Also, and perhaps this is just me, but Just Giving have an unfortunate association with causes such as paying for uninsured Brits who have thrown themselves off a Spanish balcony rather than "genuine"…

Paul, I try to avoid cluttering up the comments section with "me too" posts, but it gets to the point where it would almost be rude not to say anything. Already another great SVCR (and it's barely lunch time) - not only, but in particular Sosandar (LON:SOS) where you have the sector specialism and contact with the management. I thought Sosander said at Mello that…

Some crowd sourcing may help with the data. I suggest a bounty (probably free days) for error reports that meet certain quality standards (including correctness and a source for the correct info). It may also help to let people vote individual figures as correct or suspect. Really Reuters should be giving you a discount each time you point out errors in their data too...

I really think any holders or prospective holders of Staffline (LON:STAF) should take the time to read the section from the auditors in today's annual report.

Yes, I was surprised (and somewhat unnerved) by the reaction. I think davidjhill has it exactly right in this respect. If anyone has any questions (or questioning comments) about my post feel free to ask them there.

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