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Fredahad's Latest Blogs

And by coincidence, Midas Daily Mail tipster published a nice summary on Saturday night, which I assume will appear in the Monday newspaper on Monday. http://www.thisismoney.co.uk/money/markets/article-2326673/M... ......The firm joined AIM only two years ago but already numbers some of the world’s biggest oil companies as clients. The shares closed at 470p on Friday and will almost certainly move higher over the next few years.......... ......The…

MyCelx: 14 May 2013 AGM report (see detailed Introduction here) As far as I could tell, I was one of only two private investors present, the other Steve Perring. The room had perhaps 8 executives, and a small contingent who I assume were analysts or institutional investors. There was also someone from the Registrar, plus I would guess at least one representative from Numis and…

It is not very often one gets the opportunity to invest in a company which is now growing at a prodigious rate, debt-free, cash flow positive, sitting on $9m cash, and whose operations actually benefit the environment. You will have to suspend disbelief for a moment, while I tell you that this company is in the oil services industry, uses the wonderful “razorblade” model for…



Fredahad's Latest Comments

I do think there is a very bright future ahead. It is very hard getting into a share which has already spiked up fast, which was already the case when I bought in at 440p. What made it easier for me was taking a 48 month view using current forecasts (Numis and my own), and persuading myself that if these are even remotely achieved, then…

And by coincidence, Midas Daily Mail tipster published a nice summary on Saturday18 may 2013, which I assume will appear in the Monday newspaper. http://www.thisismoney.co.uk/money/markets/article-2326673/M... ......The firm joined AIM only two years ago but already numbers some of the world’s biggest oil companies as clients. The shares closed at 470p on Friday and will almost certainly move higher over the next few years.......... ......The firm…

I am also using today's pullback to add here. Another positive to add to the list, is that this cash rich high dividend yielder is also ISA'able. My original research notes on TMF (I hope it is OK to cross refer to other sites here):- http://boards.fool.co.uk/vislink-vlk-12717500.aspx?sort=postdate Regs all, Freddie

I totally agree with Mark's sentiments Paul - your summaries are enormously useful for time-poor investors, and seem to always seem to cut straight to the kernel! I am also a huge fan of the Stockopedia website -it is for me the single most useful resource on the web, and crazy-good value to boot. If I have any complaint, it is that there are so…

At the presentation, according to the CEO, Greek operations contributed just 15% of the overall group profit. He seemed highly motivated to divest, and intimated that the likely outcome would be value enhancing for shareholders.




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