Avi Tech Electronics: a net-net experiencing a turnaround?

I have bought a very small position in Avi Tech Electronics (ticker: SGX:CT1) in Singapore. The company provides burn-in, engineering and manufacturing services for the semiconductor and electronics industries. Avi Tech has lost a lot of money in recent years, but their biggest losses came from two subsidiaries in the US and these operations are […]

Kleemann revisited

In July 2013 I wrote a post about the Greek elevator manufacturer Kleemann Hellas. Today, as the Athens stock market touches a two year low, I’ll revisit Kleemann. Share price: €1.30 Shares outstanding: 23.648.700 Market cap: €30.7 million Net current asset value (Sept. 30, 2014): €34.3m Book value (Sept. 30, 2014): €80.3m At the time […]

Nam Lee Pressed Metal Industries

Nam Lee Pressed Metal Industries designs, manufactures and installs aluminium and steel products, such as door frames, gates and sliding windows / doors. These products are used for houses and flats. Nam Lee also builds mainframes for container refrigeration units. The company is listed in Singapore (ticker: SGX:G0I). There’s already a good write-up about this […]

Sold Berkshire Hathaway

I realize I haven’t posted in ages. The reason is that there’s not that much to write about. I have made few trades over the last couple of months. The most significant change I have made to my portfolio is that I have sold Berkshire Hathaway. I never really discussed Berkshire on the blog. I […]

Holders Technology: a Graham net-net on AIM

Holders Technology (company website) is a supplier of special laminates and materials for printed circuit boards and is also a LED solutions provider to lighting and industrial markets. Holders Technology is a Graham net-net: Share price: 48.50p Shares outstanding: 3,939,551 Market cap: £1.91 million NCAV 05-31-2014: £4.08m Cash and cash equivalents 05-31-2014: £0.73m Total liabilities […]