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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 Stockopedia.com 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! Pre-7 am comments As I'm up early today, let's have a quick look at yesterday's stragglers. I can't motivate myself to look at Nexus Infrastructure (LON:NEXS) in more detail, so have instead looked at a couple of more interesting announcements from yesterday; Warpaint London Share price: 102.5pNo. shares: 76.7mMarket cap: £78.6m AGM statement This company sells cosmetics. Issued at 10:59am…

Good morning, it's Paul here. 7-8am comments Nexus Infrastructure (LON:NEXS) Interim results - I'll have a proper look at these later, below. The group warned on profits on 29 Apr 2019, which I didn't get round to looking at. So it's been on my list of things to catch up on, hence interim figures today being of interest. Operating profit of £2.9m is down 17%…

Good morning, it's Paul here. Pre-7am intro Mello London was another rip-roaring success last week. I did my usual talk on small caps, and so that everyone can see (including those who were not able to attend Mello) what I rattled on about, here are my presentation slides. NB. This is an expanded set of slides, with my full talk on ZANE towards the end,…

Good morning! Another short, but early report today. EDIT - actually, it's BOGOF day! Graham and I got our wires crossed, and we've both written a brief SCVR today, with some duplication, but actually it's quite good to have 2 possibly different views. Graham's SCVR today is here. End of edit. I have to speak at Mello at 2pm today, so am having kittens about…

Good morning, it's Paul here. I have to be very quick today, due to Mello commitments. Apologies for that. Pre-8am brief comments Belvoir Lettings (LON:BLV) Says it's delighted that Q1 has been robust. Good growth stats announced from all 3 divisions. Outlook for 2019; Consequently, the Board is confident of meeting market expectations for the year ending December 2019. I flagged it up here on…



Paul Scott's Latest Comments

Morning all!Just catching up on a comment from yesterday, re Jamie's Italian going bust. I feel very sorry for Jamie Oliver actually, as it's awful when any business fails. Suppliers & staff bear the brunt of things though. Apparently the bank & a major supplier are going after Oliver personally, as he (foolishly) signed personal guarantees. I've been caught out with PGs before, and it's…

Sorry if I offended anyone in the way I worded my suggestion that readers asked for female views on W7 makeup. When you're covering lots of companies very quickly, you sometimes forget to be PC!Anyway, apologies to our female readers, and many thanks for the excellent comments on product quality.Regards, Paul.

Sounds interesting, I'll take a look at Pets at Home (LON:PETS) next. Thanks for flagging. I can't look at everything in an hour, so it's handy if readers flag up things that look particularly interesting (e.g. earnings beats) P.

Hi Leoinvestor,That's a nice post, thank you!I totally agree with you, that doing due diligence on charities is essential before donating. As you would expect no doubt, I've checked out ZANE's accounts, here, and there's more information here from the charity commission.Also, I've met almost the whole team of staff & trustees, both here in the UK, and in Zimbabwe, and seen them at work.…

Hi john652,I didn't spot the profit warning from Portmeirion (LON:PMP) in my early trawl of the RNS.That's next on my agenda!Regards, Paul.

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