Occupation: Private Investor

Interests: Stocks

About Me:

Private Investor and Commentator. My comments and posts are NOT recommendations or advice, simply personal opinion.

LongValue's Latest Blogs

Regardless of whether you are bullish or bearish about the direction of the world's financial markets, the charts in this article, in my view, are worth very close observation. Essentially, the research by Bank of America Merrill Lynch pointed to interest rates in 2016 being at astronomically low levels. And by astronomically, I mean astronomically low in historical terms. Interest rates today are marginally higher…

Well, it's not your typical mid-cap London listed oil stock. For starters, SOCO International (LON:SIA) actually pays dividends. And when I say pays dividends I mean that from 2006-2017 it distributed some US$476 million to shareholders. It has a policy of distributing excess cash to the owners of the company. It's not simply about drilling more holes in the ground and paying increasing amounts of…

As the markets get increasingly choppy, this short piece posted on Bloomberg in May 2017 may provide some food for thought. Basically, it illustrates the growth of US Index funds. However, the point that I am making is that it's unclear how these funds will react in extremely volatile markets where, at least in the US, there are a small number of very large cap…

Taking a slightly sideways view of Carillion's demise, it may have implications for the bus sector. This is an industry that is largely operated by a handful of dominant players. As of today, The First Group, Go-Ahead and Stagecoach are all heavily indebted and all are being shorted by hedge funds. This leads me on to Rotala (LSE:ROL), a very well established and profitable bus…

It could have been Mark Twain who said something to the effect that history does not repeat but it does rhyme. In my opinion, whoever said it could quite easily have been referring to the financial markets and to the global economy in general. Although technology changes, as do fashions, much remains the same especially in the context of human nature. Looking back at J.K.…

LongValue's Latest Comments

Putting this into perspective, roughly one-third of its turnover comes from its Space division. Some £21.3 million. Its re-domiciling to Dublin allows it to bid for the EU's Space programme work. Britain has contributed around £1.2 billion to develop the Galileo project. Since the re-domicile, the company has won substantial work with the EU Space programme. More than enough to vindicate the £700,000 cost of…

At one level, as an investor in the company, this is a welcomed event. At the same time, the company operates in growth areas - most obviously in the Space industry - where there are considerable barriers to entry. And where its revenue is "Sticky". It's profitable and dividend paying and has many avenues for growth. With its re-domiciling to Dublin at the end of…

A little late in the day due to technical problems on its side, the company responded to my email. However, almost all the answers it gave were covered in previous RNSs or presentations. No new information was provided – the close period. But I still thought it was worth a try and none of the questions asked could have been construed as price-sensitive. That said,…

IG Group (LON:IGG) It would be interesting to know whether IG's bullishness is a result of the industry successfully adjusting to the ESMA rules. Or is it simply effectively executing its turnaround strategy. We seem to be going into a period of political and economic turbulence. And this volatility benefits the spread betting sector. IG Group (LON:IGG) is not a stock I hold but I…

Gromley, that's a fair comment. Safestyle UK (LON:SFE) was admitted to AIM in December 2013 and the share price had an upward trajectory until May 2017 and also paid generous dividends (Up to September 2017). However, the industry body, FENSA, of which the company is a member reported a 6.6% contraction in the overall market for 2015 (The year in which the law was changed…

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