5 mins ago


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

Francis I don't live in London (not Dulwich) but I am in Dulwich quite regularly for family reasons. I have been also several times to the Real Greek of Fulham Shore (LON:FUL) and the Rocca. The Rocca has been open for several years and therefore I don't think the Rocca site would have been available when RG was looking. The Real Greek is usually pretty…

The RNS this morning just stated that Cloudcall had obtained an increased £3.0m facility from Shawbrook to replace its existing £1.85m facility at Barclays (maturing 2020). No terms are disclosed. The Cenkos note on Cloudcall (LON:CALL) states that the interest/ facility charges on the new £3.0m Shawbrook facility is Libor +9.0%. This sounds steep and higher than the previous Barclays RCF which was at Base+7.45%…

The Swallowfield (LON:SWL) disposal of its manufacturing business has seen share price rise 15% (at time of writing) and Market cap rise to £38m. Pro- forma the disposal, the group will be left with £23m net cash and a brands business (which in FY19 saw sales of c£20m ). This brand business has been the main contributor to profits £4.8m in FY18 - but to…

Ben. Also note that Reckitt Benckiser (LON:RB.) has also announced a $1.4b settlement with the USFeds today with respect to sales of Suboxone Film. Clearly relevant for Indivior (LON:INDV) - but unclear to me if positive or negative.

Graham, I would be interested in your view of 600 (LON:SIXH) in which I have a small position. The accounting issues here are complex but should get more simple going forward. Since the resolution of pension scheme issue (just after the end of the FY19), the big issue has been resolved. There is still the £8 million of expensive 2022 debt outstanding offset with warrants…

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