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Real Name: Roger Lawson

Occupation: Private Investor

Location: London

About Me:

An active private investor and entrepreneur. An active member of ShareSoc which promotes the interests of individual stock market investors.


Investment Strategy
I trade... constantly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Picking quality companies where the management is both competent and can be trusted. I like positive cash flow and good return on capital.

Website

Web Address: http://https://roliscon.blog/

Address: PO Box 62
Chislehurst
Kent
UNITED KINGDOM
BR7 5YB

Tel: 02082950378

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Roger Lawson's Latest Blogs

ShareSoc has recommended voting against the three non-executive directors at the forthcoming AGM of Intercede Group. They all sit on the Remuneration Committee that awarded the LTIP - the source of many complaints. They are not truly independent and corporate governance is generally poor at this company. See www.sharesoc.org/Intercede_Update_4.pdf for a full explanation. Roger Lawson

Tesco issued their preliminary results this week, and there were few major surprises in the financial numbers. As expected, the UK business had a comparatively poor year against its major competitors, offset by good growth in the rest of the world. But the US “Fresh & Easy” business still looks rather sickly. Group sales were up 7.4% which is not bad for most retail businesses…

RM (LON:RM.) is an IT company which operates in the education sector but which has recently faced major difficulties. With the company primarily focussed on the UK public sector market, it has faced a downturn in revenue in several of its operations. To quote from the new Chairman’s statement in the Annual Report: “In recent years, while recognising the market was changing, the severity of…

A takeover bid for Group NBT was announced this morning – a cash offer of 550p per share from Hg Capital. On a quick analysis it does not look particularly attractive – a prospective p/e of 15 and 2 times revenue for what is a high growth company in a hot sector. Talking to the chief executive, it seems the bid came out of the…



Roger Lawson's Latest Comments

Leoleo73: ShareSoc is not directly involved in the legal case, and I think everyone will be satisfied with the outcome.

Paul, re Keystone Law, I have been using them on a certain recent libel case. It looks like there will be a satisfactory outcome so I am happy. But I do like aggressive lawyers. Must have spent too much time in the USA. As regards Wey Education (£WEY) one could argue at length about the placing price but it's a tricky company to value and…

Agree with your comments on Blancco and Intercede. Former accounts too complicated so uninvestable until the picture is a lot clearer. Intercede, and its Exec Chairman Richard Parris, I know well from some years ago. Needs a change of management in my opinion. Commented on both those and Johnston Press also on my blog here: https://roliscon.blog/2017/11/07/johnston-press-blancco-technology-and-intercede/

Re CALL, I note the comments from Paul and others, and yes the placing price discount is relatively small but it still means 19% dilution unless you participate (which most private investors won't be able to do). Yes you could buy some in the market to compensate, but the institutions will still be paying a substantially lower price at this point in time. The lack…

Good discussion on Purplebricks. Clearly the current valuation depends on them making a success of the US market, where total costs (buying/selling agents) are indeed horrendous. But they have been like that for many years. The service the US agents provide may simply be a lot better than the typical UK estate agent so folks are happy with the fees and whether Purplebricks can establish…

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