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Small Cap Value Report (18 Aug 2014) - SPRP
LON:SPRP by purpleski 18th Aug '14 · 1 comment · 0 read · 2 votes
"Hi Paul Welcome back and thank you for last weeks reports. I don't suppose you could give us some insights into why you sold Sprue Aegis (LON:SPRP) ? It would helps understand why you sell which wou…"
Small Cap Value Report (18 Apr 2016) - SPRP
LON:SPRP by imranawan 18th Apr '16 · 0 comments · 0 reads · 4 votes
"Hi Paul Thanks for the write-up of Sprue Aegis (LON:SPRP) and I sold out for a loss this am, luckily this was the second smallest holding in my p/folio. As you mentioned the profit guidance for 2016…"
Small Cap Value Report (10 Mar 2016) - SPRP
LON:SPRP by herbie47 10th Mar '16 · 0 comments · 0 reads · 2 votes
"Paul, good morning thanks for the Sprue Aegis (LON:SPRP) update. Yes sales in France have fallen in the last HY but "Pleasingly, in the year ended 31 December 2015, UK sales increased by 33% compared…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by Ramridge 20th Jan '16 · 1 comment · 0 read · 1 vote
"Re. Sprue Aegis (LON:SPRP) my reading this morning came to a similar conclusion. The risk:reward ratio is on the wrong side and so sold out first thing with little damage. Overall I have basically r…"
Small Cap Value Report (18 Apr 2016) - SPRP
LON:SPRP by Carcosa 18th Apr '16 · 1 comment · 0 read · 1 vote
"Sprue Aegis (LON:SPRP) Looking at their website it appears to affect only a small proportion of their product offering. It's a custom made lithium battery which is not replaceable; hence the ten year…"
Stock in Focus: Should Sprue Aegis sound an alarm for investors?
LON:SPRP by Roland Head 17th Feb '16 · 0 comments · 0 reads · 1 vote
"Camtab, Interesting point -- the underlying reason behind the surge in French sales is that Sprue Aegis (LON:SPRP) is and will be affected by regulatory/legal changes. This is a classic risk factor.…"
Small Cap Value Report (18 Aug 2014) - SPRP
LON:SPRP by Paul Scott 18th Aug '14 · 1 comment · 0 read · 1 vote
"Hi Purpleski, I sold Sprue Aegis (LON:SPRP) a few months ago at 200p, as at the time it looked fully valued to me. Plus it had doubled in about a year, a very satisfactory result, and I was (wrongly)…"
Small Cap Value Report (18 Aug 2014) - SPRP
LON:SPRP by hedley05 18th Aug '14 · 1 comment · 0 read · 2 votes
"Hi Paul One of the drivers behind SPRPs outperformance is European legislation (France and ?Germany) demanding mandatory smoke alarms. There have been some currency headwinds due to the strong pound b…"
Small Cap Value Report (18 Aug 2014) - SPRP
LON:SPRP by iwright7 18th Aug '14 · 0 comments · 0 reads · 0 votes
"Paul, The Chaiarman of Sprue was quoted in Febuary as sayiing “There is a new law stating that every French home must have a smoke alarm from 2015. At the moment only 5% of homes have them, compared t…"
Small Cap Value Report (18 Aug 2014) - SPRP
LON:SPRP by brryhayward 18th Aug '14 · 1 comment · 0 read · 0 votes
"Hi Paul I bought into SPRP some time ago, in spite of the extra costs of dealing on ISDX (one of my better decisions!). I note that according to Stockopedia, the rise today is on lower than normal vol…"
Stock in Focus: Should Sprue Aegis sound an alarm for investors?
LON:SPRP by Camtab 17th Feb '16 · 1 comment · 0 read · 0 votes
"Always worries me when a company is relatively new to the market and it has some obfuscating issues like the French sales for example I like Sprue but just can't pluck up the courage to fill my boots"
Stock in Focus: Should Sprue Aegis sound an alarm for investors?
LON:SPRP by jjis 18th Feb '16 · 0 comments · 0 reads · 2 votes
"Hi Roland, thanks for your note on this one. There was also a good write up too on your old stomping ground TMF - which also explored possible German regulatory opportunities which might help to offse…"
Stock in Focus: Should Sprue Aegis sound an alarm for investors?
LON:SPRP by Source 18th Feb '16 · 1 comment · 0 read · 2 votes
"Another one where director selling seemed well timed! 3 different directors sold a little while ago. I wouldn't buy this until they bought some back given their holdings are quite small anyway... May…"
Small Cap Value Report (18 Apr 2016) - SPRP
LON:SPRP by biloseli 18th Apr '16 · 1 comment · 0 read · 5 votes
"If I recall correctly, Sprue sells several "sealed for life" products with a lifetime approaching 10 years, which is the recommended maximum life of most of the sensors. They're not rechargeable and t…"
Small Cap Value Report (18 Apr 2016) - SPRP
LON:SPRP by Laughton 18th Apr '16 · 0 comments · 0 reads · 1 vote
"Ha - is that a freudian slip - "illegal tax driver""
Stock in Focus: Should Sprue Aegis sound an alarm for investors?
LON:SPRP by Roland Head 19th Apr '16 · 1 comment · 0 read · 2 votes
"Source, The director selling certainly does seem well timed after yesterday's 50% fall... Roland"
Stock in Focus: Should Sprue Aegis sound an alarm for investors?
LON:SPRP by herbie47 19th Apr '16 · 0 comments · 0 reads · 0 votes
"Roland the Bill Miller Contrarian Value Screen has only 7 shares in it, it also has not gone up for 2.75 years, it did extremely well (+279%) in the first 1.75 years but nothing since, maybe interesti…"
Stock in Focus: Should Sprue Aegis sound an alarm for investors?
LON:SPRP by Source 19th Apr '16 · 0 comments · 0 reads · 1 vote
"Yep sad , and hard to see why the management would not have been aware of this earlier... Regards, Source. "
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by hedley05 20th Jan '16 · 0 comments · 0 reads · 0 votes
"SPRP is a nice company. Strip out cash and PER is 13.3 for 2015, but the problem is 2015 was an exceptional year (PER is approx 20 based on 2016 estimates). At some point they are going to report redu…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by paulhunt999 20th Jan '16 · 0 comments · 0 reads · 0 votes
"I remember reading a few months ago that Sprue Aegis were hoping to expand sales in a couple of German states which had made laws whereby houses had to have smoke alarms. Maybe this is why the 2016 f…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by jimbobjames2002 20th Jan '16 · 0 comments · 0 reads · 6 votes
"Blimey Paul, credit to you that you managed to come out the other side of it! I think in those circumstances (2008) I would have suffered a nervous breakdown and never recovered from that - what doesn…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by grb 20th Jan '16 · 0 comments · 0 reads · 1 vote
"Yes another uncomfortable day. I've topped up on Waterman (LON:WTM) & STM (LON:STM) as well as some resource stocks. I'm hoping you'll be able to report on today's updates from Thalassa Holdings…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by Patxi 20th Jan '16 · 1 comment · 0 read · 3 votes
"Like everyone else I hate market days like these and I am almost frozen with indecision. I took what I thought was an opportunity to buy yesterday only to see it fall today. I need to keep reminding m…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by BlueFrew 20th Jan '16 · 0 comments · 0 reads · 3 votes
""This time around, banks' balance sheets are very much stronger, and politicians & civil servants know what to do - they have to act fast, and shore up big financial organisations, to prevent cont…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by andrea34l 20th Jan '16 · 0 comments · 0 reads · 4 votes
"Sometimes I wonder if I should be investing in the markets at all if I don't understand them. I have little knowledge of economics or the way global markets interact.... but, as you postulate above Pa…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by herbie47 20th Jan '16 · 0 comments · 0 reads · 4 votes
"Yes we are human, we buy when the market goes up and sell when it falls really we should be doing the opposite. "
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by janebolacha 20th Jan '16 · 0 comments · 0 reads · 6 votes
""Bargains are appearing, and I have been (perhaps foolishly?) buying shares that I particularly like, at attractive prices." Paul, I've been doing the same this morning, accepting that one can never (…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by Ramridge 20th Jan '16 · 2 comments · 0 reads · 3 votes
"... as the great Yogi Berra (who sadly passed away a few months back) said: "It is difficult to make predictions, especially about the future.""
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by Brackendale 20th Jan '16 · 0 comments · 0 reads · 1 vote
"Paul, I didn't know that you had such big problems in 08. Would be fascinated on your views on how your mentality changed at that point (if it did, aside from stopping leverage), and what approach y…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by hayashi22 20th Jan '16 · 1 comment · 0 read · 1 vote
"Jane Care to share any of your buy ideas with us? You might not if you think the rush to follow could move the price away from you -but if you've done your buying then you might benefit!!!"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by simoan 20th Jan '16 · 0 comments · 0 reads · 2 votes
"Sounds like I'm the only person rubbing my hands and looking forward to lower prices to keep buying quality companies for the long term? It's funny how your point of view depends on your own personal…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by janebolacha 20th Jan '16 · 2 comments · 0 reads · 2 votes
"Hayashi, sure, no problem. I have increased my holdings in Crest Nicholson Holdings (LON:CRST), Air Partner (LON:AIR). Zytronic (LON:ZYT), Fairpoint (LON:FRP), Sports Direct and Home Retail (LON:…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by Whitbourne 20th Jan '16 · 0 comments · 0 reads · 2 votes
"William White, chairman of the OECD's review committee and former chief economist of the Bank for International Settlements spoke at Davos recently - worth a read at http://www.telegraph.co.uk/finance…"
Small Cap Value Report (20 Jan 2016) - SPRP
LON:SPRP by JDW72 20th Jan '16 · 0 comments · 0 reads · 6 votes
"I'm 43, am investing for the medium to long term and find this whole bear market / bull market shenanigans quite amusing with all this hedging and selling to buy back later etc. My IGG shres are look…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by gus 1065 4th May '16 · 0 comments · 0 reads · 1 vote
"RNS from Sprue Aegis (LON:SPRP) this morning appearing to confirm that they have received (subject to paperwork) final approvals from European authorities for their latest products. Hopefully this s…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by herbie47 28th Apr '16 · 3 comments · 0 reads · 1 vote
"Paul I take it you have only recently bought Sprue Aegis (LON:SPRP) shares? Just a few thoughts. Re the battery problem, I can't see that going away soon as surely more and more come to light in the…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by smythw 3rd May '16 · 0 comments · 0 reads · 4 votes
"Regarding interconnected homes and SPRP, I don't have any real concerns. In general, most home appliances connected to wifi fix a problem that doesn't need fixing and open up additional avenues of at…"
Small Cap Value Report (3 Jun 2015) - COG, SPRP
LON:COG by Hutch_Pod 3rd Jun '15 · 0 comments · 0 reads · 7 votes
"Hi Paul, I definitely enjoy the candidness of the SCVR video. Good punchy format , and nicely complementary to the report. Thanks HP"
Small Cap Value Report (3 Jun 2015) - COG, SPRP
LON:COG by Mark Carter 3rd Jun '15 · 0 comments · 0 reads · 1 vote
"I agree with Hutch. It's also good that you express an opinion as to how you think the shares are priced relative to value. Commentary on other sites often just sits on the fence, leaving one non-the-…"
Small Cap Value Report (3 Jun 2015) - COG, SPRP
LON:COG by Stegrego 3rd Jun '15 · 1 comment · 0 read · 0 votes
"Any comment on GBO, written or video?"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by GavSmith01 28th Apr '16 · 2 comments · 0 reads · 2 votes
"I'm not so sure. I am expecting the battery issue to blow over. Despite there being a couple of articles in the Daily Mail, I don't think this will remain in the general public's consciousness for the…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by Ramridge 28th Apr '16 · 0 comments · 0 reads · 2 votes
"I came to a similar conclusion yesterday and bought a medium size holding. On fundamentals, the share looks ridiculously cheap: - cash £22.4m which is approx 37% of M Cap - no long term debt -…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by herbie47 28th Apr '16 · 0 comments · 0 reads · 0 votes
"What about all the french sales in the last 2 years or is that a different battery? I don't think that is correct about retailers, your contract is with the retailer, its not a return, its faulty, the…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by timarr 28th Apr '16 · 0 comments · 0 reads · 8 votes
"Well as they've already taken the worst case costs, that all failing units need to be replaced, it doesn't matter in a financial sense if "more and more" do come to light. The investment issue is more…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by JohnCap 28th Apr '16 · 0 comments · 0 reads · 3 votes
"On the surface this looks like a good buy option but having looked at the financial statement in detail it seems that these problems have been known about for a long time, last year there was an subst…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by ridavies 28th Apr '16 · 0 comments · 0 reads · 0 votes
"Couldnt have put it better myself. Legacy issue are potentially huge, both actual and trust. PS I wonder if the bigger US company who share the same facility in China have had the same problem. You…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by johnrosier 28th Apr '16 · 1 comment · 0 read · 20 votes
"My thoughts on SPRPI attended a question and answer session with the management last night.The main points:A lot of detail on the nature of the battery failure issue but importantly I was reassured th…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by jonesj 28th Apr '16 · 0 comments · 0 reads · 1 vote
"Even when goods are out of guarantee, the consumer has the legal right to claim if the product does not last a reasonable amount of time. I believe the guidelines are 6 years for many electrical appl…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by JohnCap 28th Apr '16 · 0 comments · 0 reads · 0 votes
"Very interesting review and most helpful on the warranty issue. A couple of questions though. Why are they only changing the battery in Germany does this leave exposure in France/UK? How will the anno…"
Small Cap Value Report (28 Apr 2016) - SPRP, WAND
LON:SPRP by JohnCap 28th Apr '16 · 0 comments · 0 reads · 0 votes
"Just one final thought for now they have an Exec Chair, CEO and MD seems a lot for a SME who is actually running the business?"
 
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