ValueHurts

Buyer at point of maximum pessimism. Not investment advice. Personal positions discussed are from my highest risk PA.

[ValueHurts @valuehurts]

@PayasoIngles @DanielJHannan Are you saying the population in the Donbass weren’t the majority of combatants?

[ValueHurts @valuehurts]

@skumWgmi @finding_finance You re choosing to live in your own apartment without housemates and complaining? Like everyone else move somewhere cheaper and save money for a deposit. Nobody owes you anything.

[ValueHurts @valuehurts]

@PaulAhdal @RichardBeddard Look at the employment history of management. I’m not going to run through all the figures again but in general some recovery to historical growth rates 20x forward p/e, go out 4/5 years. add the dividend yield to the stock return.

[ValueHurts @valuehurts]

Now could be n excellent time to pick shares in Judges Scientific. $JDG.L The analysts have targets way above where we are now, some 100% upside.

This is a wonderful little British serial acquirer of scientific instruments and niche industrials. Very disciplined, intelligent and experienced management. They have been hit with quite a lot of headwinds, much of which was out of their control. The business is still running well and they will continue their growth and acquisition algorithm. This too shall pass…

[ValueHurts @valuehurts]

@PaulAhdal @RichardBeddard The price you pay for an investment is also probably the most key thing to look at. Even if growth was a lot slower over the next decade I think a 15% annualised return from the current price is very achievable.

[ValueHurts @valuehurts]

All valid issues but well known. Management are exceedingly smart and know all of this also. You don’t get good opportunities when things are going well and everything is understood and clear. Everyone is very down on Geotek but it could do potentially do a lot better going forward. This is not priced in.

[ValueHurts @valuehurts]

@DanielJHannan How many businesses has Daniel started? Career politicians…. 🤦‍♂️

[ValueHurts @valuehurts]

@Tradin1983 @WorkyJ Over the last 10 years EBIT grew 18.2% annualised and FCF 13.2%, EPS 20.5%. Obviously last few years have been difficult but personally I think it is a cyclical rather than secular thing. This is key, and you need to do your own research and form your own opinion.

[ValueHurts @valuehurts]

@Tradin1983 @WorkyJ If you can get long term EBIT growth of 12-15% + 3% dividend I don’t worry. Forward p/e is around 17

[ValueHurts @valuehurts]

@DanielJHannan

[ValueHurts @valuehurts]

@DanielJHannan

[ValueHurts @valuehurts]

They seem to think that it won’t but it is odd that countries with huge domestic production have cheaper oil prices. If it is offshore Oil can see that maybe it would be a little cheaper due to low shipping costs. However if we had shale gas etc the country would quite quickly be flooded with the stuff as we wouldn’t have the export infrastructure. Very cheap manufacturing foodstock. Likely our chemical industry would return, data centres, all types of manufacturing…

[ValueHurts @valuehurts]

@QuantCompounder They mentioned they have targets

[ValueHurts @valuehurts]

@lasse108 Just eat loads of protein and greens you’ll probably not feel like eating as many carbs

[ValueHurts @valuehurts]

If you want to see Britain doing well again one of the quickest and most effective things we could do is align politicians finances with their decisions.

Get rid of their gold plated pensions and give them defined contribution schemes like the rest of us but with the only possible investments as the FTSE all share and Vanilla UK Gilts.

All politicians will also have 20% of their salary paid into a smaller company domestic U.K. fund. They can only vest their shares after 10 years and they lose the lot if they have been found to have taken a bribe or lied.

[ValueHurts @valuehurts]

@WorkyJ @eyerollupcap In time

[ValueHurts @valuehurts]

@lasse108 @JohnPolomny John is a legend

[ValueHurts @valuehurts]

@CrimeanVoyager @DanielJHannan @grok please compare civilian casualties vs combatants in the Ukraine conflict vs the invasion of Iraq, Afghanistan and Vietnam war.

[ValueHurts @valuehurts]

Revenue ex China and US was up 9% from last results. Lots of the equipment is very niche and leader in the fields. Not much point competing as such a small market. The cash is flowing still though and I expect further acquisitions to continue to diversify the revenue streams over time… A lot of the products sold through relationships and lots of patents and other barriers.