Monty9

I have been greatly disappointed, though less surprised, by recent shrill criticism of the immorality of high earners arranging their affairs to minimise tax liabilities. Cameron too is guilty of supporting this mob morality - and he and his sidekick Osborne make the rules. One fears that the next step will inevitably be more poorly judged legislation to target the specific areas where too little…

Globo announced their Dec 2011 results yesterday. They were excellent but the market marked them down a tad; its hard to see why. My initial take on their current position is extremely positive, particularly for those who have some risk appetite where the upside is massive. This is not completely risk free but the underlying business looks to be of such quality the risk is…

A market cap under £50M, partnerships with many of the world's leading electronics companies,IP in one of the most interesting technologies that is gaining a foothold in major consumer markets. Seriously, a company like Samsung might place a value of at least £250M on this. Could fail, but has an equal chance of 10 bagging, or better, in the foresee-able IMHO. I'm in.

Regency Mines (LON:RGM) is a small company with a number of mining and exploration assets and a significant holding in Red Rock Resources (LON:RRR), which is valued at much of its own market cap. It appears to be on the brink of greatness. For value investors the rather complicated structure and limited access to the City PR machine have left the share price below a…

I guess the budget deficit might well continue to run at a loss of, say, £20 billion per month. It could more easily be worse than better. Given a working population of say 30 million, that is circa £8,400 per annum per employee. Think about it, that is a similar amount to the tax and NI the government collects from each employee on an average…

Great view of the recent Nikkei madness, though if adjusted for currency devaluation during the same period it is a 'mere' 53%. Thing is the Nikkei was at about 14000 at the end of 1992 albeit with JPY worth about 35% more. Now the yield of JGB looks exposed I suspect there will be some equities, whose prospects have improved materially following JPY weakness, that…

Thanks for the write up fredahad. The description of the AGM is most helpful as it adds colour to the wealth of numeric information available from the cloud. I looked into the company briefly after your Mello note and it does look to have an interesting future. I hesitated and missed the price jump but it remains very much on my watchlist.

Of course there are many approaches to direct investment, any of which can be successful and equally can fail. Probably certain of them suit particular individuals better than others. Part of the pleasure in the process is undoubtedly unstructured reading and contributing comments on sites such as this to discover better opportunities, or, equally importantly, learn of the dodgier ones. However I found a book…

Paul, Equity Swap is normally a synonym for Equity CFD. It should be economically the same as a straight equity share transaction except there is no SDRT on the buy leg. However protecting the investor against downside sounds more like a written put option. No mention of a premium suppose? I agree very bargepoley.

I bought Anpario a while back precisely on its GARP credentials. It makes natural food additives (I think in the far east) and distributes in 60 countries. Experienced management should avoid any pitfalls. The hard thing about this sort of operation can be to get it to profitability which they have done most successfully. Their market looks rock solid (especially if the 'non-natural' additives suffer…