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Hello Matylda Re your comment about Spectra Authentification/security seem growth markets to me. A Company operating in these markets should be well placed. Preservation of IP is key.

Hi Matylda, FYI Spectra have recently changed their web site. I would recommend you take a look.

I believe they have also established patents covering the designs/operating features they have developed. They launch new products with enhanced features on a regular basis. No moat is a stronghold forever! SM

It's good to hear that Burford is in good shape. The interest payments on my 2026 bond look very secure! However I would draw readers to the excellent results announce by Somero Enterprises reported this morning. Cash generated from this US based business is very high, hence the large and expanding dividend. The final dividend announced (including supplementary) amounts to around 19p/share (approx 5%) which…

I note that Spectra share price has moved upwards strongly in the past couple of days. No news releases. Maybe they are preparing their accounts, who knows! The Company have previously said that they would beat market expectations for 2018. I'm not really sure what those expectations were but I would hazard a guess at higher than 2017, which was in itself a bumper year…

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