re. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
Chris123 posted:Re. Carclo (LON:CAR) I had it on my shortlist in August as the trading outlook sounded promising, but then removed it because of the balance sheet. This was based on a very quick look:...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
Redrichmond posted:"Revolution" of turning pubs into flats https://www.stockopedia.com/content/sif-portfolio-why-revolution-bars-wonrsquot-be-joining-the-portfolio-188094/ Noticed a new one in putney...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
VegPatch posted:£fwyburd - personally if investors want to discuss the days newsflow that hasn't been covered by Paul or Graham then that's fine by me. That's what this forum is for. Mixed views, some...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
fwyburd posted: I agree. But there are several posts today which should be committed to the ADVFN asylum.
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
iiimurray posted:Hi Paul I am a long term holder of Carclo but for all of the progress being made particularly with Wipac division they still suffer from legacy of failed conductive ink technology...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
hayashi22 posted:I seem to recall also the then ceo of Carclo piled out of the shares near the all time top -left a very unpleasant taste. Shares got to near 500p from memory and don't look like going...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
Howard Marx posted:Interesting angle, but sadly Revolution Bars (LON:RBG) is not an asset play given that its Fixed Assets are almost wholly leasehold. In fact of the £59m of its Fixed Assets, only £1m...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
Redrichmond posted:Thanks for this, An all bar one recently closed that was behind the Richmond revolution, just too expensive... and now is the ivy restaurent in richmond and another restaurent opened...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
tightfist posted:I am astonished by post#38, "incensed with red mist" and comments of the ADVFN asylum. Is this an open community or one that is operating it's own private rules and repelling anyone...
View Articlere. Small Cap Value Report (Tue 14 Nov 2017) - ITQ, TRI, SRT, ESCH, CAR
Geronimo9999 posted:Interquest (LON:ITQ) Thanks gsbmba99 - I have now written to Interactive Investor to request relevant pro forma or whatever other mechanism they may offer - I appreciate your...
View ArticleSmall Cap Value Report (Thu 15 Feb 2018) - CNCT, SDM, BOTB, SND, LID, TRI
Paul Scott published:Hi, this is Paul, Thanks for your requests - I've got enough to be going on with now. Please try to limit requests to small caps (under c.£400m market cap, and above c.£10m), and...
View ArticleI Read The News Today Oh Boy! 15-Feb-2018
matylda created:Morning All! Innovaderma ( Innovaderma (LON:IDP) ) – 190.6p – £27.4m – PER 12.0 Results For The 6 Months To End December 2017 – Revenue up 31%, Loss Before Tax of £0.03m due to...
View Articlere. I Read The News Today Oh Boy! 15-Feb-2018
MrContrarian posted:My morning smallcap tweet:Laura Ashley Holdings (LON:ALY), Oxford BioMedica (LON:OXB), Stadium (LON:SDM)Laura Ashley (ALY) H1 LFL -0.5%. Pretax £4.3m (£7.8m). Div passed. Guides FY...
View Articlere. Small Cap Value Report (Thu 15 Feb 2018) - CNCT, SDM, BOTB, SND, LID, TRI
janebolacha posted:In post 11, I wrote this about Laura Ashley Holdings (LON:ALY): "There is one real unexploded bomb in the accounts, imo. This is the tremendously high inventories, equivalent to...
View Articlere. Small Cap Value Report (Thu 15 Feb 2018) - CNCT, SDM, BOTB, SND, LID, TRI
JohnEustace posted:Interesting that the Birmingham Mail advises their readers to pay by credit card so that they have protection if the firm goes bust before delivering the goods!When Bunnings took...
View Articlere. I Read The News Today Oh Boy! 19-Apr-2018
sharw posted:Yes - I had to look at the interims of Discoverie (LON:DSCV) to find that H1 revenue was up 21% (+15% CER) and then compare with today's up 15% (+11% CER) to see that H2 wasn't so...
View Articlere. I Read The News Today Oh Boy! 19-Apr-2018
Beginner posted:Sometimes 'rather dull' can be interesting. Science (LON:SAG) has an excellent management team, who have a lot of skin in the game. The company has 25% of its market cap in freehold...
View Articlere. I Read The News Today Oh Boy! 19-Apr-2018
Gromley posted:I see that Paul is much more negative on Debenhams (LON:DEB) than I , I thought that might be the case. In fact I personally disagree with a number of the points Paul makes, but actually...
View Articlere. I Read The News Today Oh Boy! 19-Apr-2018
Gromley posted:I might be talking to myself now re Debs but on my comment on the weather impact, I note that Matt Smith (CFO) said in the results presentation that it was responsible for a £12m...
View ArticleFour Case Studies in Q V M over time
Nick Ray created:A recent question in another thread about how Q V M evolve over time prompted me to have another look. I have in the past played with 3D representations but it is probably easier to...
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