Registered:
24/03/10
Seen:
12:17pm
Followers:
5

Comments
489


This space is reserved for rhomboid1 to introduce himself.



Rhomboid1's Latest Comments

Re T Clarke (LON:CTO) , I think this company is run for staff and customers not shareholders , they’re a great employer, they have a DB pension scheme still live (not so it appears to be now closed)when it looks unsustainable and they pay directors v well, last year board pay was c £1.9m vs net profit of £2.4m and dividends of c£1.5m , that…

Hi EC I also hold quite a chunk of Macfarlane (LON:MACF) , as they grow they become a safer investment as they increase geographic coverage and widen the customer base, there’s a very useful presentation on their website following the recent results ; https://www.macfarlanegroup.com/wp-content/uploads/2016/12/Interim-2017.pdf All in all I think they’re v well priced for the growth and income on offer

Evening/Morning Paul Can I put in a request for Avon Rubber (LON:AVON) which I hold, and Ab Dynamics (LON:ABDP) which I used to hold both reporting results ..thx

Re Carclo (LON:CAR) thx bobo , I agree totally but mgt see it slightly differently , they see the aeronautical biz as the cash cow whose earnings broadly offset the pension liability in a similar way to an annuity as their committed airframe lifecycle is similar in length to the pension tail liability. They regard the TP business as high growth but middling margin, Wipac…

Hi Bobo Re Carclo (LON:CAR) I think you might have missed the fact that the LED bit now makes more money than the technical plastic biz, mainly because its margins are so much higher, it’s also by far the fastest growing bit of the business. What attracts me re Wipac is that they secure multi year supply deals pre launch by being heavily involved with…



rhomboid1 Followers

rhomboid1 has 5 followers including:


Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis