Registered:
9/03/16
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Wed 8:54pm
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Comments
211

Occupation: Private Investor

Interests: European Markets, Funds, Hedge Funds

About Me:

I used to work professionally on more technical trading. Now as a hobby and investment - looking at mostly UK small caps. So now strictly an amateur.

Investment Strategy
I like to understand the stocks I own well and sometimes do a lot of research. Still instinct is important - it at a minimum tells me which shares to research. My in-built bias is to buy cheap stocks (with known imperfections - or stocks with "hair") than stocks priced close to perfection.


Wimbledonsprinter's Latest Blogs

Earlier this year, I stumbled across Titon Holdings (LON:TON), an illiquid family controlled micro-cap which looks conservatively managed, with most profits coming from Korea and in recent years has shown impressive top line and EPS growth.   In addition, it has a  2.5% dividend yield and the dividend is very well covered by earnings and dividends have increased steadily over recent years.    However, a slightly more…



Wimbledonsprinter's Latest Comments

Warpaint I have a soft spot for this company (because of its commitment never to test its products on animals - an important point to me). Nevertheless, despite my natural bias, I am not convinced by the financials. The key brand is W7, which seems to have gone into reverse, particularly in the UK. Pre-IPO growth was organic but last year it was all due…

I think the guidance from Topps Tiles (LON:TPT) is reasonable. I would look at the cash flow on a company like this and they are guiding for net debt to be around £12-14m at year end (after the Strata acqisition). This implies c£13m of FCF in FY19 (DYOR), which I think is reasonable for a treading water company with a market cap of £150m. Note…

The Wey Education (LON:WEY) results read very well (I hold) although I am surprised at the share price reaction (up c50%, which given the positive net cash is almost a doubling of the EV). Trying to justify this move, presumably the market is reassured that Interhigh and Academy21 can succeed, following the death of David Massie. Also the restructuring seems to have been largely completed,…

I think for Zytronic (LON:ZYT) it is difficult to say what is systemic to the market and what is company/ customer specific. This trading update says the decline is in gaming, while other sectors are holding up - last year it was the reverse. The high customer concentration (you mention in your earlier post) means that it is likely that these moves are being driven…

Aislabie. I also hold Crimson Tide (LON:TIDE) and I was slightly underwhelmed by the results as they did not seem to reiterate, in the same effusive terms as previous releases, the growth potential for 2019 and 2020. Therefore, I was pleased to see that Arden was keeping its 2019 and 2020 forecasts for both revenue (doubling to £4.9mby 20E) and EPS (rising to 0.2p by20…


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