5th Feb '16


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I bought into Plexus some years ago at circa 54p and have admired its performance ever since.Its range of new market leading products will start gaining traction over the next two years and then we should see some significant share price performance.At the end of the day Pos's IP will attract one of the majors in the sector however not before Mr Bilderbeek has proved…

FC's results are on target,the restructuring continues with respect to retail, and the wholesaling/licensing activities continue to expand.The recovery is slow but sure and the comforting aspects of all this are 1) the strong balance sheet and 2) the fact that the average lease is quite short;I understand also that there is some considerable value in some of the leases e.g.Oxford St. I shall continue…

I met the management at the recent Toy Fair at Olympia and was suitably impressed.It would appear that The Teletubbies licensing deal could make them an aweful lot of money 2-3 years hence.This is a very cash generative business and so the buy back of shares is a fair use of cash notwithstanding the fact that over the years quite a few of the shares…

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