@F15JCM @fundhunter_co @Boros10 @MelloEventsUK I think he said he did. He thought that the trump concerns were overdone, which they probably were, although my point was there was no edge I could possibly have in this area.
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Mark Simpson
3.8K posts
Mark Simpson
@DangerCapital
Value Investor. Author of Excellent Investing: How to Build a Winning Portfolio
UK Katılım Mart 2014
587 Takip Edilen2.4K Takipçiler
@fundhunter_co @Boros10 @DangerCapital @MelloEventsUK Yes, Leon's, in Derby. Long. Can't remember if he actually holds it.
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Andrew 🇺🇦@moneyandmore72
Novo Nordisk $NOVO $NOVB - Not great for investors in Europe's largest company. Off 22% today as weight-loss drug trial disappoints. Healthcare seems like a very tough area to pick stocks in. How do we know who will successfully develop new drugs? 1/n. ft.com/content/a91c24…
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On this week's Small Caps Live Weekly Summary news from GDP GKP HUM QUIZ & SOM.
open.substack.com/pub/smallcapsl…
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Lots of profits warnings this week. #EBQ #HAT #MACF make the high(low)lights this week on the Small Caps Live Weekly Summary:
open.substack.com/pub/smallcapsl…
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on this week's Small Caps Live Weekly Summary, news from #CAPD #ESP #SUS #ULTP
open.substack.com/pub/smallcapsl…
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Mark Simpson retweetledi
@HTVIOLA Well done for covering the topic that so many get wrong!
A further reading resource is Mark Simpson's @DangerCapital Excellent Investing book which covers the topics in your blog in a very accessible way, perfect for the novice or investors who have neglected to prune and reshape
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NEW BLOG POST
"Portfolio Diversification"
In today's article, I expand my thoughts on portfolio diversification - in particular the dichotomy between concentrated and diversified portfolios and my own approach to portfolio management.
theethicalentrepreneur.com/portfolio-dive…
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@robbinsbox Yeah could be. But even “quality”stocks such as Judges have been hit this wk so think there is a lot more randomness than we like to think. I’m certainly more bullish than I have been for a long time. Decent co.s are available less than TBV or on P/Es of 5-7. Feels like 2003-2005
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@DangerCapital thx, as ever. my experience of non value small caps since the summer has been generally good. maybe value suffering.
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@Uncle_Albert_T I believe ALS and others can also have Chrysos machines but if MSALABS put a machine in they have a 100km geographic exclusively, hence why they have sometimes put machines in ahead of demand and moved them later. Tamesis is public with free registration so best to go direct
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@DangerCapital Do you know any competitors to #MSLABS that also use Chrysos PhotonAssay(TM) technology?
Is there any chance you can share the Tamesis expectations for profits this yr?
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@Uncle_Albert_T They don’t break everything out but my estimation is that the ROIC in the drilling side is superior, hence preference for a sale, but they might have a great opportunity. If so, why extend Centamin Waste stripping? (apart from that they are the biggest rig customer to keep happy)
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@Uncle_Albert_T Depreciation is just an accounting adjustment. It’s worth keeping the equipment if they have a use for it at a ROIC that exceeds the alternative use for that cash. They may not win another similar contract and hence have no use for it. I guess some may go to Ivandho, but not all.
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@1James1n1 I’d love to take credit but that joke wasn’t mine, sadly 😂
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Love the #EAH "sum of the parts' evaluation! 🤣
Well worth a subscribe for those who have not previously read the weekly digest from Small Caps Live. 👍
Mark Simpson@DangerCapital
On this week's Small Caps Live Weekly Summary news from #ALU #CAPD #CRL #EAH #RWA #SOS open.substack.com/pub/smallcapsl…
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Mark Simpson retweetledi
Excellent deep dive into #ING by @DangerCapital in @Stockopedia just 2 days ago which is an excellent read for anyone wanting to dig deeper on the company.
app.stockopedia.com/content/ingent…
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#ING - New contract wins both "provide the Board with additional confidence that the Company's results for the current year will be in line with current expectations" while are simultaneously "not expected to have a material impact on the Company's expected performance for FY24".
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Just a few companies on this week's Small Caps Live Weekly Summary #CAM #SHOE #TPT due to a quiet news week, and many eyes focussed on the UK elections.
open.substack.com/pub/smallcapsl…
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