Registered:
22/02/14
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Real Name: Tamzin

Occupation: Private Investor

Interests: Stocks

Location: London/Gloucestershire

Twitter: @tamzinpiworld

About Me:

An active private investor in small caps: growth/value.

Co-Founder of piworld.co.uk  Which provides videos of company presentations, management interviews, investor interviews to enable us all to make  informed and insightful investment decisions.  


Investment Strategy
I trade... weekly
I tend to buy... after much research
I hold for... years
Diversification is ... essential to reduce risk
Likes: lots of good news, strong balance sheet, upgrades, management with history of success, breakouts Dislikes: loss making, blue sky, lumpy history, don't understand the product/service Goal: to achieve 15%+ growth pa

Investment Research

Video for the private investor, by private investors. Company presentations, management interviews, company visits and investor interviews.  To help us make more informed investing decisions.  (Whilst not taking up too much management time!) Some material is filmed at investor events that we organise, contact us if you want to be invited.

Web Address: http://www.piworld.co.uk

Tel: 07966 531911

Find out More »


Tomps3's Latest Blogs

Codemasters Group (LON:CDM) FY19 results presentation by Frank Sagnier, CEO & Rashid Varachia, CFOhttps://www.piworld.co.uk/2019/07/10/codemasters-cdm-fy19-results-presentation/ Good overview of the FY19 results. Outlook sounds very confident. Lots of questions interjected throughout.

Keith Ashworth Lord was inspired by Benjamin Graham, which led him to Buffett. Keith views his investments as a Business Manager, rather than a Fund Manager. An approach which has rewarded him, with a return on investment of c.200% since he launched the Buffettology Fund in 2014. This outstanding performance has seen investors flocking to his fund, with FUM at £1bn as at June 2019,…

Another excellent presentation from management at Creightons (LON:CRL). https://www.piworld.co.uk/2019/07/01/creightons-crl-fy19-preliminary-results-presentation/ Aspiration remains to get to £60m rev, 5% post tax profit, and ROCE 20% by 2020, but they also include a new aspiration to achieve £100m rev by 2024. They also give a breakdown of how that might be achieved. On-line is a focus. They are moving as the retail landscape moves. Shopping channels are also…

Here is alphabetical order: Avation (LON:AVAP) by Richard Wolanski Who gives a company overview, historical financial performance, H1 19 summary, aircraft portfolio and why invest now? https://www.piworld.co.uk/2019... Axiom European Financial Debt Fund (LON:AXI) presentation at Mello Trusts & Funds May 2019 A short version c 5 mins of the Axiom presentation at Mello.  Rather an interesting overview of Subordinated debt, and banks since 2008. https://www.piworld.co.uk/2019...…

Here's a piworld video, with Peter Keynon, CEO, Ramsdens Holdings (LON:RFX) interviewed by James Lynch, Fund Manger of Downing Strategic Micro-Cap Trust. Peter discusses the business areas, which makes the company very defensive. Their strategy for growth, both short term and long term. The cash generation, dividends and capital allocation. James summarises why Downing think it's an interesting company. It's shot at the Middlesbrough branch,…



Tomps3's Latest Comments

Weekend viewing!Here's the latest piworld investor interview with Lord Lee.  Where he discusses his new book: Yummi Yoghurt - A Taste of Stock Market Investing!  Aimed to introduce teenagers to investing.  Further, he discusses pearls of wisdom from his 60 years of investing.  This is the first of two parts.This of course follows on, from the tremendously popular interview with Ryan, last week.  Who is…

If you're trying to get your young relatives into investing, perhaps they'll be inspired by Ryan? He started investing at 11 yrs, with £1,000 capital generated from car boot sales. Six years later he's generated an average return of 100% pa. Currently studying for 'A' Levels, he will have less time for trading, instead will keep his interest, with his recently launched investing research website,…

Duke Royalty (LON:DUKE) Interview with Neil Johnson, CEO by James Lynch, Fund Manager, Downing, (March 19). James elicits the key investment attractions of DUKE, and Neil gives a great overview of DUKE, royalty finance, the market place, risk management and much more, to answer many of the questions investors may have. https://www.piworld.co.uk/2019/03/19/duke-royaltys-ceo-neil-johnson-interviewed-by-james-lynch-fund-manager-downing/

Further to my eaerlier post on Ultra Electronics Holdings (LON:ULE) here's the analyst presentation of H1 19 results by CEO & GpFD 7.9.19. (c50 mins) https://www.piworld.co.uk/2019/08/07/ultra-electronics-ule-interim-results-august-2019-analyst-presentation/

Ultra Electronics Holdings (LON:ULE) H1 19 results video overview by Simon Pryce, CEO. Update on strategy and outlook.From the RNS :Benefitting from strong markets; good order book development; continued organic growth; delivering as expected.Strategy: ongoing strategic evolution and cultural change; increased R&D and IT investment; progress on improvement initiatives; identifying future improvement and growth potential. 'Solid start to the year. Benefitting from strong US defence…

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