Sat 9:55am


Occupation: Private Investor

Interests: Emerging Markets, European Markets, International Stocks, Stocks, US Market

Location: United Kingdom

Twitter: tabhaircom

About Me:

Just another individual investor trying to get by.

Tabhair's Latest Comments

Regarding Accrol Group (LON:ACRL) and how no one saw it coming. Has anyone looked at their cash flows? For the 2017 year, they generated just under £3M in free cash flow. Based on a market cap of £120M yesterday and a net debt position of £19M, the company sits on a very expensive P/FCF of 40x and a Debt/FCF of 6x. I know some people…

I have written negatively about Purplebricks (LON:PURP) for quite some time now. It's interesting as quite a lot of traditional estate agents who have gotten in touch with me over it. Some of them do have relevant grievances (the fake positive reviews that get posted on Trustpilot, the business model that requires customers to pay regardless of a sale, etc.). However, I do think there…

The Vectura (LON:VEC) loss is actually down to a intangible asset write-off related to the SkyPharma acquisition.Intangible assetsThe carrying value of intangible assets at 30 June 2017 of £407.8 million (31 December 2016: £456.8 million) has decreased by £49.0 million during the period. R&D costs are actually going to be lower for the coming full year. A detailed review of priorities for R&D programmes in…

From the 2016 annual report. A direct result of our disappointing cash generation in the final quarter of 2016 was that we did not pass the cash flow after debt service (‘CFADS’) cover covenant test at 31 December 2016, contained within our banking facilities agreement. This does not constitute a breach of the Group’s banking facilities. The agreement states that if we do not pass…

The competition in the restaurant sector must be hellacious at the moment. I see that your pick Revolution Bars (LON:RBG) are doing a burger/pizza and cocktail for just £9. Terrific value, but surely margins are going to take a pasting?

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