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Martin Flitton
@private_punter
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Small & Micro Cap writer, blogger and investor. Cambridge based with a local leaning. Blog: https://t.co/YlEKQrI2sL
Cambridge
Joined December 2013
Out of my comfort zone but absolutely enjoyed the experience, courtesy of @conkers3 and @HTVIOLA. Thanks for having me on the podcast, I hope others enjoy listening.
🌟ALL NEW TPI PODCAST #130 NOW LIVE🌟 Tune in to hear @conkers3 and I with SPECIAL GUEST @private_punter discuss: 🇬🇧 UK shares #IBST #IGR #WYN #PEN #CTEC 🇦🇺 Australian share #GYG 👨⚕️ @HardmanandCo's new life sciences report And much more...
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#ENSI speculative of course, but one that might just come good! Write up, following an interview with the Chairman.
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#IOM starts off it’s TU on a positive note, but you hear that beat of the “However” drumming in the background!
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#ENSI I’ll be speaking with the Exec Chairman tomorrow, having taken a small starter purchase earlier in the week. Lots of questions lined up and write up to follow on what could prove an exciting growth story.
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RT @WalbrookPR: Pennant International Group Plc Director share dealings: CEO, Phil Walker, CFO, Darren Wiggins and Commercial & Risk Direc…
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RT @WalbrookPR: @time_finance shares trade on a PE multiple that "continues to look attractive to this investor" - @private_punter #TIME h…
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@Mufasa_Capital Well, I can only relate what I was told and that they’re pretty confident of having addressed those issues. The ability to provide more should really mitigate that, particularly on the cybersecurity aspect. Also, they are winning new business and that should accelerate
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@Mufasa_Capital Basically both led by new, forward thinking and looking main people. Miles assembled a new and highly experienced board but initially there was a hiatus on revenue and profits before the strategy took hold. Heejae appears to be following a similar playbook on a number of fronts.
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#SWG changing it’s year end, (sensible move) but importantly, has delivered revenue ahead of expectations for H2 with a return to profit and in-line. Net cash of circa £6.7m against mkt cap of £7.8m!
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@rhomboid1MF Unfortunately it was driven by the Downing fund John (major holder) that is winding up. Thankfully the holding has now moved elsewhere, which begs the question why push it.
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#SYS a seriously significant buy from Exec Chairman Heejae Chae, who has picked up 800k shares in the company. Hoping to post my write up on the company later today.
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#DBOX as expected the strategic review concluded and a clear path set out in the statement. Sounds like the recent positivity on trading is continuing.
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#TIME excellent Interim Results this morning from the company. I’ll be speaking with management again at the end of week, with a write up to follow.
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@EstebanMaccers I agree and have done for some time. He’s got to go now, players clearly lost any confidence in him and themselves. Heading perilously close to that danger zone at the worst time, so change is overdue.
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