Dear followers – I’m leaving word press! But don’t fret – my site is being relaunched on substack with new … More
Author: eddielloyd00
(POSITION CLOSED) BOUGHT: Argentex Group Plc – genuine multibagger.
EDIT: position closed 01/12/2022 @118p, 59.5% total return, 107.8% annualised Disclosure: I hold a long position in AGFX. I’ve been … More
BOUGHT: Creightons Plc – Growth Potential At A Value Price
Disclosure: I hold a long position in Creightons Plc Last week I bought more shares in Creightons Plc, a business … More
(POSITION CLOSED) BOUGHT: DNA 3 Ltd –Airlines Recovery Play (13% – 38% implied return)
EDIT: position closed 16/01/2023 @57.535p, +72.2% total return, +75.5% annualised Disclosure: I hold a long position in DNA3. Preference shares … More
Royal Mail Group Plc (Free Downloadable DCF Model)
This weekend I was thinking of writing a research piece about Royal Mail Group Plc (LSE:RMG), currently priced at £4.62 … More
David v Goliath: How To Exploit The Benefits Of Being A Private Investor And Get An Edge Over Institutions
Institutional investors have many advantages over us, private investors. But we have some things they don’t. Here I outline my view of the key advantages we have as private investors.
BOUGHT: Anexo Group Plc – 22% 5Yr Historical CAGR, 10x Current EV/EBIT
I’ve been a shareholder in Anexo Group Plc since April this year, a company offering credit hire services & legal … More
HOLDING: Secure Trust Bank Plc Half Year Update
It was not 5 weeks ago that I wrote my first piece on Secure Trust Bank (LSE:STB) (https://eddielloydcom.wordpress.com/2021/07/11/bargain-hunting-secure-trust-bank-plc-at-5-6x-fy22-p-e/), when I … More
EV/EBIT Multiple Cheat Sheet
This week I put together a model for a company I was interested in, which in this case was Quixant … More
(POSITION CLOSED) BOUGHT: London Security Plc – Defensive Pick With 20 Years Consistent Performance
EDIT: position closed 28/02/22 @2,900p, +25.6% total return, +47.9% annualised Every now and again my feelings of paranoia regarding the … More