Fri 4:50pm


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

Dr Vodka Thanks for the excellent and accurate write-up of the AGM. I was there (also my first AGM, having recently bought the shares) but sadly not as diligent as you. As a shareholder, I naturally view the shares as undervalued, particularly given the highly visible short-term outlook. The only points I would add are: 1). There were only around 11 million proxies voted (so…

I have believed that Staffline (LON:STAF) is cheap because it has a number of dark clouds on the horizon, which are difficult to assess: 1). Can PeoplePlus adequately replace the lost profit from the demise of Work Programme? 2). Can the staffing side find staff adequately post a world of tighter unskilled workers immigration controls? 3). Can the staffing business survive a tougher political climate…

I very much doubt it is a “predator” is buying the shares. With a limited free float, any predator needs to get the approval of the main shareholders (particularly McIlroy and Johnson). If rhe predator were trying to get their approval to an offer - the last thing they want is the share price going up. The most likely explanation is just there is a…

The cancelled dividend in 2016 for Carclo (LON:CAR) has been for me a factor why I think this share should trade at a discount. From my recollection, the reason for the cancellation was not the attitude of the pension fund trustees but the legal requirement that a company cannot pay dividends if it does not have sufficient distributable reserves. DYOR. The company blamed it on…

Eurocell (LON:ECEL) , Safestyle UK (LON:SFE) and Epwin (LON:EPWN) are all selling products related to the UK home repair, maintenance and improvement (RMI) market - although at least EPWN and ECEL also sell into the new build market - I believe this to be limited. Therefore I think the final driver for all the stocks is similar. The product mix is slightly different between windows…

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