paulypilot

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 22:49

Re: Norcross (NXR) Equity Active research

Hi Chaps,

Many thanks for the feedback & satire (Terry!) ;-)

Shanklin100 you asked if it was a typo when I mentioned a lease expiring in 2082? I got my info from Norcros's presentation slides on their website: [more]

Boards Post

paulypilot replied to the Indigo Vision Group plc board. 01:36

Re: 5% ?

Hi,

My reading of this is that a long-term holder who was reducing, is now increasing.

Broadly speaking, that means that the people in charge of that fund probably feel more positive about the company now than they did a while ago [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 01:14

Re: Morrisons teaming up with Ocado

Hi,

I am totally bemused by the market cap of OCDO, now £1,584m at 274p per share.

This simply does not make any sense! It's not just that OCDO has never made a profit, it's that they're not operationally geared either. Their [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 14:32

Re: Norcross (NXR) Equity Active research

Hi Dave,

Thanks very much for the plug!

Couple of points. Firstly, it's Norcros, not Norcross!!

Secondly, let me emphasise that all the notes I write for Equity Active are completely independent - i.e. I choose the [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 16:18

Re: Quindell - paulypilot

Hi thegreatgeraldo,

Haha, actually I was seriously thinking about going along to the Quindell investor re-education programme, but have decided it's less important to me than getting my morning report done, which I couldn't do if I had to [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 23:06

Re: Quindell - paulypilot

Hi,

What completely mystifies me is where these enormous profits have actually come from at QPP? But nobody in the bull camp seems to even question that they can make a series of acquisitions costing around £100m, of not very profitable [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 21:54

Re: French Connection (FCCN) FD steps down !

Hi,

I note that a new FD has been appointed at FCCN to take effect on 12 August 2013:
[more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 09:57

Re: French Connection (FCCN) FD steps down !

Hi,

I agree it does seem odd that such a long-serving FD leaves abruptly.

He seemed a pretty straight guy, and the RNS is fairly gushing in its praise of him, so that probably rules out anything like gross misconduct.

My [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 21:05

Re: Advance notice ... June will be busy !

Hi,

Just a quick note of support for all the events that Dave has flagged up.
I try to attend all of these events, as I'm finding that meeting management really helps filter on non-financial grounds, after having looked at the figures. [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 13:36

Re: If Carlsberg created equity analysts !?

Hi,

I thought it was one of Dave's pranks when he we spoke last night & he said I'd been nominated for an award! Obviously I'm absolutely thrilled to be nominated, and would like to thank my Manager, my.... etc. LOL!!

I'll [more]

Boards Post

paulypilot replied to the Banking Sector board. 21:06

Re: Cypriot bailout

Hi,

I agree WShak. The last 5 years has all been about restoring confidence in the Banks, and the central thing which underpins that is confidence depositors have that their funds are safe. Without that, you have nothing - the rational thing [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 00:26

Re: Synectics (SNX)

Hi,

Really sorry, but my meeting with Synectics Directors planned for tomorrow after the results has been cancelled by them (no reason given). I was booked in for 11:30-12:30, but they can't make it now. Never mind.

I just wanted to [more]

Boards Post

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

Re: Vianet announcement

Hi,

For anyone interested, I've published a "formal" note on Vianet, as follow up to last week's profit warning, which has been distributed today to the Equity Active's email list (over 10,000 people!)

It's a new concept, [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 15:55

Re: Vianet announcement

Hi,

I've spoken to the company, and am reasonably comfortable with things.
Yes, it's a setback, the primary reasons being contract delays (aren't there always?!), and additional (discretionary) costs put into expanding their USA launch [more]

Boards Post

paulypilot posted to the Paulypilot's Pub - Share Ideas board. 14:47

Synectics (SNX)

Hi,

Synectics (SNX) used to be called Quadnetics, and is a CCTV company that I've followed for years, because it used to look good value, and was also interesting to see industry trends that might have read-across to [more]

Boards Post

paulypilot replied to the Paulypilot's Pub - Share Ideas board. 18:28

Re: If Carlsberg created equity analysts !?

Thanks Dave,

I really like the ShareSoc score card for measuring corporate governance, and hence thought it would be a really good thing to include in more formal notes that I'll be writing from time to time through a new company called [more]

Boards Post

paulypilot polled the Paulypilot's Pub - Other Stuff board. 20:26

Poll: Does anonymity matter to you?

At a recent AGM (Inland) the CEO described bulletin board posters in highly disparaging terms, as cowardly, hiding behind anonymous pseudonyms. This got me thinking - do we need pseudonyms? Why can't we just post using our real names? Would that not [more]

Boards Post

paulypilot posted to the Paulypilot's Pub - Other Stuff board. 06:41

How investors use Twitter

Hi,

I'm writing an article on how investors use Twitter, and whilst I already have my own ideas (as I find Twitter very useful), would like to include other investors' perspectives on Twitter in my article too.

Therefore, I'd love [more]