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Blimey Paul, I can't believe you are 50! What is your secret ?? Fun makes you young?? :-)
Hi Graham, I have always had a soft spot for Surface Transforms (SCE Mkt Cap about £11.5) who always seem a moment away from breaking into the main manufacturing market with their revolutionary high performance brakes. It has upped its manufacturing capacity successfully over the past five years and now, as announced today, the car OEMs (and aircraft in a smaller way) are letting SCE…
Paul, In response to your comments yesterday I, and all my friends & colleagues love your stuff and admire your analysis, productivity and knowledge, so thanks and please keep sharing your insights. Peter
Hi Graham, ZOO looks at an interesting juncture but valued at 3x sales, justifiable if they can get operating margins in the 20s, No sign of that yet so would be interested in your thoughts. I only know the company in passing. Best, Peter
I PM (LON:OPM) Hi Graham, Though 1PM looks superficially very attractive I believe management only provision loans at 1%. This seems fine in the good times but I would have thought SMEs would need bigger provisions over their total lifecycle. Maybe 1PM management are very canny but without a long track record it strikes me as a bit of a leap of faith, unless you…
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