Registered:
19/02/16
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Sharmvr's Latest Comments

Calcs make sense - thanks. Great having a new first look technique. Would suggest you are asking a lot from multiple expansion, but would favour companies where growth is increasing, which I hear is no bad thing! Thanks for the note.

Matylda,At the risk of being thick, is the analysis saying that the PE multiple should equal growth rate (to get to PEG 1)? To get to parity PEG price (if I understood correctly) should we not use 2021 growth? Clearly missing something obvious here (which I think might be) that we are using today price on 2019 estimate and therefore by definition we are also…

Hi Graham, Any chance of sharing your tuppence on British American Tobacco (LON:BATS) (appreciate this is not a small cap but understand you hold). Results were much of the same old - I think market concern stems from debt load, next generation has taken a lot of capital that might not deliver the return, bond proxy malaise in market. Looking at debt maturity I would…

Not sure that is anything to do with Patisserie Holdings (LON:CAKE) specifically. One of the senior partners at the firm released her appraisal to the FT (ridiculous and with partners with that kind of integrity, would you really trust their signature) Apparently there was something of a civil war amongst the partnership and her desire to "pursue a socialist agenda". https://www.google.co.uk/url?sa=t&source=web&rct=j&url=https://amp.ft.com/content/c95dfa70-bdb6-11e8-8274-55b72926558f&ved=2ahUKEwi71N7jlIneAhWDSsAKHT_eA90QFjAAegQIABAB&usg=AOvVaw2oiyw2EY-WeCPIBl8vOmqQ&ampcf=1

As a holder, if 50p is the floor I would be ecstatic! I'm a buyer at EV below 24m, which is based on 2019 EBITDA of 6m. They can't continue - this is all over the news - brand damaged - kings road store has been taken by landlord (and seen a few others), their roll out is shot to pieces (which landlord will take…


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