paulypilot’s Activity

Sat Apr 12

NL

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 23:54

Re: Are you buying value, quality or a story? Re

Hi,

The big missing link is a filter to pick up stretched Debtor & Stock Days. Also capitalised costs shoved onto the Balance Sheet into Intangibles. These are big red flags, but are not picked up at all on the Stockopedia system at the [more]

NL

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 23:44

Re: A Flavour of Brighton

Hi Ric,

That's a great write-up, thanks very much indeed for taking the time & trouble to do it. You captured a lot of the interesting points made by John McArthur. I invited him to be the first speaker at ShareSoc Brighton (which I'm [more]

Fri Mar 21

NL

Boards Post

paulypilot replied to the Indigo Vision Group plc board. 02:30

Re: Interims - looks good!

Here I come... now I'm here, blah!!! awww..oh woah!!!

Down in the City you & me, only you & me baby!

Oh yeah, I always love to sing some Queen before commenting on IndigoVision.

I first bought 8% of the company, and [more]

Tue Mar 18

NL

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 18:58

Re: Mello Flavour - Belgravium Technologies

Hi Ric,

Many thanks for doing a write-up on Belgravium, very useful.

From chatting to people over dinner, I got the impression that the general view seemed to be that John Kembery of Belgravium had impressed with a refreshingly open [more]

Sat Feb 8

NL

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 19:48

Re: Accident Exchange (ACE) - company visit

Hi Normk52,

You asked;

I held a number of shares in this Company with my Sipp when they were delisted, I see that some of the legal issues which led directly to the delisting have now been resolved and that Accident Exchange are [more]

Wed Jan 15

NL

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 16:03

Re: Mello - The Landlord

Hi,

Just as a post-script to this thread, and FYI, I have parted company with Titan, and am no longer providing the research ideas for their small caps fund. The reason is that myself and the fund manager simply didn't get on, were [more]

Tue Nov 12

NL

Boards Post

paulypilot replied to the Indigo Vision Group plc board. 15:00

Re: AGM

Hi,

Well I think that's pretty encouraging. With the one third increase in salesperson headcount near the end of last year, I was expecting a pretty lousy H1 this time. So that profit for Q1 is "comfortably ahead" of last year to [more]

Fri Jun 4

NL

Watercooler Post

paulypilot wrote 02:31

This looks a bit like Twitter, so where is this posted on TMF if I write stuff in this box? confused, but i like the format.

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