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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

As a holder of Greggs, it is worth noting that the business has been undergoing substantial changes in the last couple of years under new management. Moving more into higher growth "food on the go" market and lots of new locations. The share price fall seems overdone bearing in mind that the profits were already forecast to be flat for this year as against last.…

Re McColl's Retail (LON:MCLS) , as someone who purchased shares in the company back in 2016 which are now showing an overall gain of 75%, I think there are good explanations for the reappraisal of this company by the market. Effectively a new manager, after the founding Chairman departed, has taken some simple steps to improve the business, plus done some good deals to take…

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/

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