Real Name: Si

Occupation: Company Director

Interests: Commodities, Stocks, US Market

Simoan's Latest Comments

Your argument is essentially that a low ROCE business can leverage up and generate strong long-term returns to equity investors. Well, I'm not arguing! I'm merely stating my opinion that ROCE is not a great metric to use for valuing some types of business, and I would suggest aircraft leasing, amongst a few others, is one such sector. That is all. If you use high…

simoan - I don't think this is an asset play. How can it be with an asset that is depreciating in value? The underlying business is not to increase the value of the assets it is to generate earnings. An asset play would be a real estate company. ... Avation will probably do ok but people should be aware that this is a business using…

A very low ROCE business with considerable debt. They haven't appeared to be able to reduce their financing costs despite the expansion. This is the wrong way to look at the fundamentals. Avation (LON:AVAP) is never going to look great on the standard valuation metrics used by Stockopedia. It's basically an asset play, like the property REITS - so lots of debt and low ROCE…

Hi timarr,'Fraid I ain't got a clue ... still hopeful of more volatility though. Back in the old days spikes like last weeks only really shook out private investors in small caps but now the insane robots algorithmically ensure even large cap stocks get hit. I really don't think there's ever been a better time to be a fundamental focused private investor, even allowing for…

Hi timarr, Any idea if it's OK for us all to take our tin hats off yet? Funny how no-one's really mentioned the wider market this week. Perhaps everyone is 100% cash in which case they are probably busy stashing it into the "Active Savings" account rubbish that HL just spammed me about :-) Just what we all need - a Savings account guaranteed to…

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