Thu 8:42pm


Interests: Economics, Stocks

Twitter: @MrContrarian

About Me:

I love bargains!

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk

Value, low PE, low EV/sales or discount to NAV for resource shares. Also special sits eg property co/REIT wind-ups at big discount to NAV.

Website is a portal to free data sources on UK shares.It also has links to share screeners, live spreadsheets and other stuff.It hosts which has David Stredder's Mello diary and Mellofolio tracker. I should really update freesharedata more often.

Web Address:

Address: Cambridgeshire

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MrContrarian's Latest Blogs

39 companies exhibited or presented at Mello 2018. I have entered the AIM or LSE listed ones into a portfolio: list is taken from the show's printed guide. The spreadsheet will track performance and keep a snapshot of the Stockopedia Ranks.Of the 39 companies 18 companies have a Quality rank of 50 or better and 18 a Stock Rank 50 or better. 4 are…

Note: edited to update the list of exhibitors at 21-4-18 If you go down to the UK Investor Show on 21 April you are sure of no big surprise in the exhibitor halls. Stand after stand of mining and O&G juniors. Only 35 of the 86 listed companies (excluding NEX listed) are non-resource. The upside is that it enormously speeds up my tour of the…

I've set up a page where you can enter your top ten holdings (by value) and see everyone else's. There's an optional cash holding % box. It also compiles the Top Top Twenty continuously. Credit to Carmensfella for the idea. We'd like as many entries as possible, so make yours now. Don't worry about the exact order of your top ten. New features Correlation with…

Many investors have asked if the Mello* company presentations and Q&A can be broadcast. Not yet, but the founder of Mello investor meetings, David Stredder, has worked with other experienced investors to close the gap between boards and shareholders. A new video channel that allows each and all to have their questions put to directors, Mellocast ( has been launched today. The first film is…

MrContrarian's Latest Comments

My morning smallcap tweet: Thalassa Holdings (LON:THAL), M Winkworth (LON:WINK)Thalassa (THAL) The very tardy FY17 results. Pretax $1.4m ($2.0m) but continuing ops -$2.5m (-$0.2m). Soukup unwisely comments on SP "I am, nonetheless, confident that, as we realise gains on our current holdings, THAL's returns will, in time, be reflected in the Company's share price, which should, in due course, make up lost ground on the…

My morning smallcap tweet: Physiomics (LON:PYC), Shearwater (LON:SWG), Trakm8 Holdings (LON:TRAK)Physiomics (PYC) guides FY rev over £495k and loss materially reduced compared to current market expectations.Shearwater Group (SWG) guides FY results at the upper end of the Board's expectations.Trakm8 (TRAK) wins Australian telematics contract. Expects 40,000 connections over the 3 years.

My morning smallcap tweet: Deltex new CEO leverages MBA dictionary.Mysquare (LON:MYSQ), Northbridge Industrial Services (LON:NBI), Best Of The Best (LON:BOTB), Elektron Technology (LON:EKT), HSS Hire (LON:HSS), Deltex Medical (LON:DEMG), CAP XX (LON:CPX)MySQUAR (MYSQ) The loss making co acquires loss making MyPay Myanmar for £1m cash and £1m paper. Issues £2.2222m convertibles. Bargepole.Northbridge Industrial Services (NBI) £2.5m placing at 125p (3.5% disc) to pay an outstanding…

Why the big fall? "increased investment in our consumer offering" = cut prices. I hate this PR nonsense.

My morning smallcap tweet: IDP's 2017 droops but toots Roots in Boots.Taptica International (LON:TAP), Alliance Pharma (LON:APH), H C Slingsby (LON:SLNG), Innovaderma (LON:IDP), Ubisense (LON:UBI)Taptica (TAP) guides FY EBITDA moderately ahead of market expectations, revenue in line with market expectations.Alliance Pharma (APH) £34m placng at 91, an 8% discount, to help fund £60m 'material earnings enhancing' acquisition.Slingsby H C (SLNG) Recent trading improved. First 5…

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