Mon 6:51am


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 - with my rather erratic reporting schedule - apologies - we get there in the end. Monday's report is here. Rightly or not, I reckon the premium bid for FOOT could be what we need, to highlight value amongst small caps. The trick is finding the ones that are under-priced, and avoiding the ones that are in permanent decline. If…

Good evening/morning. Apologies for Friday's report being late, I was in bed with a cold. Also, there was nothing of any interest in the small caps world for results or trading updates. However, I've reviewed a few things belatedly, including the insolvency of Interserve - something that Graham and I have warned about, repeatedly, for a long time - so I'd be very surprised if…

Good evening/morning, it's Paul here with the usual placeholder. I'm hoping that there won't be much news, as I have to go into the City for a lunch. The way things are panning out with the Brexit shambles/deception, I think it's becoming pretty clear that it's likely to be deferred, perhaps indefinitely. Therefore, I'm starting to think we might see some confidence begin to return…

Good evening/morning, it's Paul here. Revolution Bars Here are my overdue notes from a recent meeting with management of Revolution Bars (LON:RBG) (in which I hold a long position). The meeting covered the points in the recent interim statement, with a bit more detail, and also some Q&A. It was also a get-to-know-you session with the new CEO, Rob Pitcher, who started in late June…

Good morning, it's Paul here. Mello London David Stredder's team have been working hard to put together 2 events, back to back, in May 2019. The location is in Chiswick again, which was an excellent venue last time. Mello Investment Trust & Funds - this should be an excellent one-day event on Wed 15 May. The line-up of speakers & exhibitors looks superb - lots…

Paul Scott's Latest Comments

Hi Ricky,Personally, I don't trade stocks to be proven right, I trade stocks to make money.Aren't you a little smart arse! We won't mock you, when you inevitably fall flat on your face.Just remember that pride comes before a fall.Paul.

Re the specific point about Revolution Bars (LON:RBG) having two locations in the same town (often close together). This has reminded me of a discussion point from the meeting.My own retail experience (from the 1990s, so admittedly now a bit dated) was that having multiple locations in one town was a disaster. Pilot had a tiny store in Oxford. Then our CEO opened another one,…

That's right. RBG venues are generally very successful late-night party venues, which do a roaring trade on Friday & Saturday nights. Every site is different. My view is that they should probably close on Mon & Tue, and trade from Weds evening onwards. There's no point in having a large bar, open all day, every day, with hardly any customers in the quiet times. It…

Hi thirty fifty twenty,Thanks for your clarification, but I still think you're wide of the mark.My cynical observation was that current institution shareholders who did believe the new CEO might turn the company around would naturally want to buy shares to average down, as Paul as others have stated they want to do. The easiest way for them to buy shares, in bulk, at the…

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