I have been a shareholder of Procurri since last year. Recently I added to my position and it is now a top three position in my portfolio (I’m very diversified in my investing though). I first heard about the company from janeo on Twitter. Well worth a follow if you’re interested in deep value stocks, […]
Some closing thoughts on Cambria Automobiles
Cambria Automobiles (LON:CAMB) announced today that CEO Mark Lavery’s offer of 82.5p to take the company private is going to succeed. The company needed at least 75% of the shares to vote in favor of the scheme, and unfortunately 75.99% of the shares now support the offer. The nail that sealed the coffin was one […]
Brook Crompton
Brook Crompton (AWC.SI) is a Singapore listed distributor of electric motors. These motors are used in various industrial sectors, like mining, oil & gas, marine and HVAC. The company is controlled by Wolong Electric Group (“Wolong”) which is listed on the Shanghai Stock Exchange. The majority ownership by a Chinese entity, the cash hoarding and […]
Quarto Group
Quarto Group (LON:QRT) is a UK-listed publisher that focuses on these six categories: children’s books (39% of revenue), cookery, home and garden, art and craft, heritage, and wellbeing. In January 2018 I published a post about the company behind a paywall on this site, presenting it as a speculative special situation. A new shareholder of […]
Yoong Onn Corporation Berhad
Yoong Onn Corporation Berhad (KLSE:YOCB) is a micro-cap manufacturer and distributor of home linen, listed on Bursa Malaysia. The company produces bed and bath linen, bedding accessories and curtains.