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.…

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There is an interesting piece in The Economist (February 2nd 2019) in which it goes into some detail about the prospect for re-regulating some parts of the UK's bus services. In particular, it points to a study that has recently been authorised by the Greater Manchester Combined Authority to look at reforming the current bus system for Greater Manchester. Basically, it argues that Andy Burnham,…

Yes indeed, the road for resource companies is often long and tortuous. And so it has proved with Kazera Global, formerly Kennedy Resources. As I write the stock is up over 3% on today's opening price and yesterday it finished up over 28% on its opening and that was on strong volume. However, its fortunes now rest on the outcome of a JORC report due…

At the Growth and Innovation Forum held in January 2017, I briefly met Peter Harrison, the CEO of Bioventix (LON:BVXP). Three things struck me. Firstly, it was very dependent on its relationship with Siemens. Secondly, the development of new products involved long lead times. And thirdly, he gave me the strong impression that the company had annuity-like qualities and investors should be looking at a…

Today's RNS adds a lot of weight to the company's strategy of focusing on cash generation. Its operating profit for 2018 was US$14.3 million (2017: US$4.3 million loss). Not forgetting that the figure for 2018 only includes less than two months' production from its Puesto Flores drilling programme. Exiting 2018 with production of 3,300 BOPD and exceeding its target by around 10%. Moreover, the company…

Before going further, I should point out that Patisserie Holdings was not a company that I followed and neither do I have any knowledge of the sector. However, an earlier poster referenced a link that queried why the level of interest received was so low in comparison to the amount of cash held. Out of curiosity, I thought that it might be interesting to look…

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