Sat 7:16pm


Real Name: Paul Scott

Occupation: Analyst, Blogger, Company Director, Entrepreneur, Event Organiser, Private Investor

Interests: Economics, Stocks

Location: Hove & Canonbury

Twitter: @paulypilot

Fantasy Fund: Beam me up Scotty

About Me:

I trained as an accountant with a Top 5 firm, but that was so boring that I spent too much time in the 1990s being a disco bunny, and busting moves on the dancefloor, and chilling out with mates back at either my house or theirs, and having a lot of fun!

Then spent 8 years as FD for a ladieswear retail chain called "Pilot", leaving on great terms in 2002 - having been a key player in growing the business 10 fold. If the truth be told, I partied pretty hard at the weekends too, so bank reconciliations on Monday mornings were more luck than judgement!! But they were always correct.

I got bored with that and decided to become a professional small caps investor in 2002. I made millions, but got too cocky, and lost the lot in 2008, due to excessive gearing. A miserable, wilderness period occurred from 2008-2012.

Since then, the sun has begun to shine again! I am now utterly briliant again, and immerse myself in small caps, and am a walking encyclopedia on the subject. I love writing a daily report for on most weekday mornings, constantly researching daily results & trading updates for small caps. Cheese!

Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
I search for fundamental value in smaller caps, especially companies which are overlooked, or where price has become irrationally low due to negative sentiment. I like businesses with decent cashflow, strong balance sheets, and like dividends. I tend to hold for 6 months to 10 years, but a typical investment is 2-3 years. Special situations, and situations where the market has not yet priced in an improving commercial outlook for a company particularly interest me, as do turnarounds. But above all, shares which are cheap!

Paul Scott's Latest Blogs

Good morning, it's Paul here. This is a placeholder article, for readers to post your comments & reader requests (small caps please!) from 7am. Then I will be updating the article throughout the morning & early afternoon. Good morning properly! Thanks for your comments posted so far today. I'll have a look through those in a moment, and make a list of the small cap…

Good morning! At the suggestion of a reader, we're trying out a new system. Either me or Graham will put up a "placeholder" article in the evening, for the next day's news - trading updates & results statements, as usual. The idea is that there's then a place for readers to post your comments on interesting RNSs from 7am onwards. In particular, if you would…

Good afternoon, it's Paul here! As is often the case, I'm running late today, so this article will be updated througout the afternoon. To get you started though, here is the link to yesterday's report. I added some additiona;l comments on FootAsylum & a new section on Revolution Bars (LON:RBG) to Graham's report. Although that has since been overtaken by events today (more on that…

Good morning! It's Paul here. I read an astonishing article in the weekend press. It stated that the cost of tax relief for private pension contributions has now risen to a staggering £53bn p.a. - enough to wipe out the entire Govt spending deficit. Bear in mind that this is mostly going to the affluent, and I don't see how the present arrangements can possibly…

Good morning, it's Paul here. It's not been a good start to the day. The council are cutting down a huge tree nearby, so I have the loud buzzing of chainsaws to contend with, making it difficult to concentrate. Plus there's been a profit warning from something in my portfolio - £CCT  So let's start with that. I've put the tickers of companies of interest…

Paul Scott's Latest Comments

Hi,Yes I hold IQE (LON:IQE) - it's my largest long position.The announcement today re underpaid US tax is irritating, but not material - only £4.2m. This seems to have been paid, yet net debt is in line with expectations - which suggests to me that cashflow would have been running ahead of expectations, if this tax issue had not arisen. It seems to be a…

Hi Timarr,If there's going to be a placeholder article put up - which I think is a good idea - then it could perhaps include a boilerplate statement about the basic filters to be applied here - e.g. < £500m market cap, no mining stocks, no oil stocks. It never hurts to include a reminder, especially as there'll be new people joining all the time.That's…

Yes that's right. Ignore the posting date of each report, now that we're doing placeholder posts the night before. Just focus on the report date in the title of each report. I'm sure everyone will get the hang of it, after a while! Just teething problems. Reader requests - yes, I agree, let's just stick to small caps which are reporting results or trading updates…

Hi, OK, sifting through the reader requests, the ones I'm happy to cover (since they fall within my remit of small caps excluding resources, financial, pharms, blue sky, etc) are:Interserve (LON:IRV)Games Workshop (LON:GAW)Tristel (LON:TSTL)Oxford Metrics (LON:OMG) I've already written a section on Zytronic (LON:ZYT). That's probably enough stocks for today, so no more requests now thanks! Regards, Paul.

Hi mieowmarcus, Thanks for the kind comments, much appreciated! We don't cover any natural resource companies here I'm afraid (mining, oil/gas). However, I will review the statements today from Tristel (LON:TSTL) and Games Workshop (LON:GAW) , in response to reader requests. I'll get cracking with those now. Regards, Paul.

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