Mark Simpson

Value Investor. Author of Excellent Investing: How to Build a Winning Portfolio

[Mark Simpson @DangerCapital]

@F15JCM @fundhunter_co @Boros10 @MelloEventsUK I think he said he did. He thought that the trump concerns were overdone, which they probably were, although my point was there was no edge I could possibly have in this area.

[Mark Simpson @DangerCapital]

On this week's Small Caps Live Weekly Summary news from GDP GKP HUM QUIZ & SOM.

https://t.co/g8BbDjcvP5

[Mark Simpson @DangerCapital]

Lots of profits warnings this week. #EBQ #HAT #MACF make the high(low)lights this week on the Small Caps Live Weekly Summary:
https://t.co/gceYR88mGO

[Mark Simpson @DangerCapital]

on this week's Small Caps Live Weekly Summary, news from #CAPD #ESP #SUS #ULTP

https://t.co/WbHnNN3yUT

[Mark Simpson @DangerCapital]

On this week's Small Caps Live Weekly Summary, news from #GDWN #JIM #RFX #SDG #SOM

https://t.co/7LhPcY5Zcq

[Mark Simpson @DangerCapital]

@patcat68 @HTVIOLA Thanks for the rec, Pat 👍

[Patxi @patcat68]

@HTVIOLA Well done for covering the topic that so many get wrong!
A further reading resource is Mark Simpson's @DangerCapital Excellent Investing book which covers the topics in your blog in a very accessible way, perfect for the novice or investors who have neglected to prune and reshape

[Mark Simpson @DangerCapital]

A reasonably busy week on Small Caps Live and mostly good news for a change. On the Weekly Summary, news from #JNEO #JSE #NWOR #PAY #RWA #SDI #SFR https://t.co/sgu8Um8J7E

[Mark Simpson @DangerCapital]

@robbinsbox Yeah could be. But even “quality”stocks such as Judges have been hit this wk so think there is a lot more randomness than we like to think. I’m certainly more bullish than I have been for a long time. Decent co.s are available less than TBV or on P/Es of 5-7. Feels like 2003-2005

[Mark Simpson @DangerCapital]

Small Caps Live Weekly Summary:

#CAU #DLAR #NXQ #VANL

https://t.co/uK3eeD9OvF

[Mark Simpson @DangerCapital]

@Uncle_Albert_T I believe ALS and others can also have Chrysos machines but if MSALABS put a machine in they have a 100km geographic exclusively, hence why they have sometimes put machines in ahead of demand and moved them later. Tamesis is public with free registration so best to go direct

[Mark Simpson @DangerCapital]

On this week's Small Caps Live Weekly Summary news from #ALU #CAPD #CRL #EAH #RWA #SOS

https://t.co/m7fM4Jdl9g

[Mark Simpson @DangerCapital]

@Uncle_Albert_T They don’t break everything out but my estimation is that the ROIC in the drilling side is superior, hence preference for a sale, but they might have a great opportunity. If so, why extend Centamin Waste stripping? (apart from that they are the biggest rig customer to keep happy)

[Mark Simpson @DangerCapital]

@Uncle_Albert_T Depreciation is just an accounting adjustment. It’s worth keeping the equipment if they have a use for it at a ROIC that exceeds the alternative use for that cash. They may not win another similar contract and hence have no use for it. I guess some may go to Ivandho, but not all.

[Mark Simpson @DangerCapital]

@1James1n1 I’d love to take credit but that joke wasn’t mine, sadly 😂

[Mark Simpson @DangerCapital]

@1James1n1 @Stockopedia Thanks James

[James @1James1n1]

Excellent deep dive into #ING by @DangerCapital in @Stockopedia just 2 days ago which is an excellent read for anyone wanting to dig deeper on the company.
https://t.co/MPMVVuRtdQ

[Mark Simpson @DangerCapital]

On this week's Small Caps Live Weekly Summary, we look at news from #AGFX #CRL #EQLS #KINO #MPAC #TON #VANL

https://t.co/NGpzgvGlzW

[Mark Simpson @DangerCapital]

@F15JCM Tip sponsored by Downing Strategic? 😜

[Mark Simpson @DangerCapital]

Just a few companies on this week's Small Caps Live Weekly Summary #CAM #SHOE #TPT due to a quiet news week, and many eyes focussed on the UK elections.

https://t.co/elnC2BnKl8