13th Oct '10


Occupation: Fund Manager

Interests: International Stocks

About Me:

CleanTech investor with industrial and fund management experience now applied to my private portfolio.

Investment Strategy

Value driven; bottom fishing.

Portfolio's Latest Blogs

Does anyone here follow CapXX; seems very undervalued to me; results are out soon. Folio

I am finding Helesi difficult to value; results were published at the end of September indicating loss of revenue and the divestment of the UK company. They have debts of £74m and a similar T/O. The company trades today at a valuation of £6m. Does anyone here fancy a bash at doing a quick valuation? Folio Great Video Folio Folio Folio

Portfolio's Latest Comments

I think that Ceres Power is now a great investment; the price has steadily fallen as the technology has approached commercialisation and the government has announced a micro generation feedin tarrif. The tarrif needs to be revisited; the 10p is OK but the volume needs to be larger. It was overvalued; it is now undervalued and nearly fully cooked. With £40m in the bank and…

MrT Thank you for such a considered response; my view is simple and not dissimilar to yours; its either a going sideways technology company or howlingly undervalued. The reason that I am rapidly coming to the latter conclusion is the partner Murata. Supercapacitors are a 'newish' emerging component and with the sought of DD that Japanese companies do I feel that a product lauch containing…

MrT Firstly; thanks for the advice; I read the Link, am new and will certainly make a contribution to news. The potential for supercapacitors is very significant but has been missed by most investors. Supercaps are the most efficient method of energy storage if you want short storage times and bursts of current. Battery technology is critical for mobile devices and Electric Vehicles but the…

Just watched the channel again; congratulations to ITM for getting on the BBC's Click series; the PR people are clearly doing a great job.

ITM are really doing amazingly well; a constant stream of blue chip partners over the last six months like: Ford; DHL; Vestas; SSE and Scottish Water. This will be back above £1 very soon. More Power to the ITM elbow. Folio

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