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Mh101's Latest Comments

Castings (LON:CGS) please Graham - really good results (revenue and EBITDA beats), company actually has a pension fund in 45% surplus, and around £40m cash on balance sheet (25% of mkt cap). Trades under 10x earnings and yielding near 7%. Looking quite exciting

Hi Paul! Had a look over your slides from Mello as I did not attend and thought they were great - thank you for sharing. If you have time and are willing, do you think you could explain what your thinking was behind the comment that mean reversion may no longer work / stock picking based on low PER is now especially dangerous? Would be…

Ergomed (LON:ERGO) please Graham if you have time (you have covered before)! Some accounting adjustments but revenue and EBITDA roughly in line, and they have grown their order book once again which gives good transparency on future revenues.

Hadn't considered the point about customers bypassing- thanks, that's going towards the 2.1! Also just a quick question- what's the minimum market cap you normally consider for this report? There is a 10million market cap company called london finance and investment group that is trading at half NAV that gets you cheap exposure to finsbury foods, creston and northbridge industrial services - only picked it…

Thanks for the write up paul. Just a quick word on online companies on 'silly' valuations- doing a research project on Just Eat as part of a project, and it is absolutely key to differentiate between the guys just doing distribution with a nice online interface (ao world) and those companies with something much more sticky and with higher barriers to entry. For example whilst…


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