Registered:
5/02/18
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179

Occupation: Analyst, Blogger

Interests: Economics, Stocks

Location: London




Snoo's Latest Comments

Excellent work, and very interesting to read. Thank you for sharing. Perhaps a little lazy of me, but maybe the market cap would be a help (or value put on/knocked off)? I guess the biggest moves would be mostly comprised of very small companies who have big spreads so are difficult to buy. A 30% move in a company worth several hundred £m would be…

Paul's delivered almost every time for a long time, and that should count for something. If a reliable person was late for work and couldn't be contacted for a few hours you wouldn't be threatening them with the stick, you give them the benefit of the doubt and think something outside of their control has prevented them showing up. So my concern first would be…

I have mixed feelings on Van Elle Holdings (LON:VANL). A lot of churn in the boardroom, and the news today also puts a downer on the next year as well. But they seem to be getting their work at decent margins and are genuinely cash generative. Balance sheet looks fine to me, if value of assets are reliable (not sure how machinery would fare if…

Scientific Digital Imaging (LON:SDI) down 3% on the back of these. Trouble is I think they are already on a punchy valuation and growth might seem to be moderated in the future. There may not be many tiny companies out there which provide both strategic fit, value for money and a buy price of sub £2m, which is about their ballpark. Finncap upgrade their target…

There is quite a handy presentation on the GYM (LON:GYM) site about IFRS16 and how this affects the accounts, basically dilutive in earlier years and accretive in later years. Average lease time left of a gym is 16.5 years, with some £300m+ of lease liabilities. Looking at the number of gyms I suspect the deals they negotiate are fairly good ones. Buried at the bottom…


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