Thu 9:14pm


Occupation: Private Investor

Interests: Economics, Emerging Markets, Stocks

About Me:

Intermeditate experience value investor with a lot of practical emerging market experience

Zipmanpeter's Latest Comments

Re Best Of The Best (LON:BOTB), as a holder I was a bit disappointed but perhaps not surprised by the neutral and very short (!!) update that trading 'has been solid'. BOTB having finally seen the light in the last 2 years and i) focused on online vs airport sales and ii) upped marketing spend I had hoped a more aggressive growth path would ensue.…

However, whilst Provident Financial (LON:PFG) has become smaller, the whole sub-prime space is interesting and an area close to Graham's area of interest (see his notes and position on on £HAT). I am personally long on Non-Standard Finance (LON:NSF) and thinking of going bigger as I think it is only its lack of history (that holds its quality score back on Stockopedia) which preventing it…

Re Norcros (LON:NXR), personally, I think like Paul the pension issue is manageable especially if nothing dramatic happens soon since they are close to peak payout and the scheme is mature plus finally there are signs interest rates may rise Personally, my biggest fear is South Africa (now roughly 1/3 of the business) which faces a critical election in another year. If that goes badly…

I response to daveinthelakes note on Provident Financial (LON:PFG) and Non-Standard Finance (LON:NSF), I recently took took out small position in Non-Standard Finance (LON:NSF) and am considering much more. (I work in Nigeria and also understand the genuine never-going-to-disappear market need for "sub-prime doorstep loans" for the poor and prefer this morally from regulated companies vs uncontrolled mafia style enforcers which will otherwise ensue). NSF…

Interesting dilemma on Fulham Shore (LON:FUL) following disappointing AGM update today on latest trading. I think the answer depends on your time horizon. As a regular readers of this column, what should we make of it. First, is this structural or just a short term bump. I think the concept is still good - differentiated, liked and addressing a big market (pizza) with a value…

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