Thu 10:06am


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! Apologies, I conked out after getting back home yesterday, so nothing more got done for the day. Pangs of guilt got me out of bed early today, so let's start with a few snippets of news left over from yesterday:  Water Intelligence (LON:WATR) - the share price rose 7% to 308p (mkt cap of £47m) on a Positive trading update.…

Good morning! It's Paul here. I'll start Tuesday's article with an interesting announcement from after-hours on Monday: Taptica International (LON:TAP) Taptica (AIM: TAP), a global leader in advertising technologies for performance-based mobile marketing and brand advertising... This is an Israeli-based tech company. I avoid all of these, as it seems to me there can sometimes be something wrong with them, lurking under the surface. Taptica's…

Good morning! It's Paul here. I'm starting to feel a bit Christmasy, whatever that means. This has mainly manifested itself by my humming "Jingle Bells" under my breath, and asking when the Christmas tree will be going up. Also, I'm thinking about starting a petition to raise 100k signatures, to get Parliament to ban the playing of Sir Cliff Richard's Mistletoe & Wine, not just…

Good morning! It's Paul here. Graham couldn't find anything of interest to write about today. So I've agreed to step in, and write some stuff about 2 interesting companies whose results/updates slipped through the net earlier this week. Firstly, we have results from perennial dog, Earthport. Earthport (LON:EPO) Share price: 6.2p (flat on the day, at 10:20)No. shares: 931.0mMarket cap: £57.7m Final results Earthport (AIM:…

Good morning, it's Paul here. It was a huge pleasure to meet & chat to the many Stockopedia subscribers who attended Mello London. The whole event was a terrific success. Mello has become a community of friends, and I really enjoy the gathering of the clan at each event. Congratulations to David Stredder, Georgina, and the rest of the team, for organising another excellent event.…

Paul Scott's Latest Comments

Hi Tristan,Joules (LON:JOUL) looks attractive on an earnings basis but historically it has generated little cash. That's not right. As you can see from the abbreviated cashflow statements below, JOUL generated strong operating cashflow in both the last 2 years. It then chose to spend that on expansion capex (i.e. opening new stores).So it's a cash generative business in expansionary mode, not a business that…

Morning all!  I've done a deal with Graham, whereby he's agreed to look at reader requested Ramsdens Holdings (LON:RFX) from yesterday, and in return I'll do a review of a stock I mentioned at Mello as looking potentially interesting, the car supermarket Motorpoint. So here goes;Motorpoint (LON:MOTR)Share price: 216.5pNo. shares: 97.2mMarket cap: £210.4mInterim results"Motorpoint, the largest independent vehicle retailer in the UK, today announces its…

Morning All!Just to let you know that I've updated yesterday's report further with new material on On The Beach (LON:OTB) .This was because our reader called "Reacher" very helpfully posted a link in the comments section, to results presentation slides which OTB had published. These slides were a mine of useful additional detail, and answered my 2 main queries on the company.Therefore I have incorporated…

Re reader requests above for Ramsdens Holdings (LON:RFX) - I've never looked at this company before, but Graham has covered it loads of times. Graham is writing Thu & Fri reports this week, so perhaps you could ask him to take a look at it?Yours with sloping shoulders,  ;-)Paul.

Hi Trident,Your comment above on Victoria (LON:VCP) reminded me of a question I asked the Chairman at a meeting recently. I asked him about the shares he pledged for an enormous personal loan, and was there a risk he would become a forced seller, on a margin call.He replied that he's not drawn down anything on that facility, it was just "for a rainy day"!Regards,…

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