Member Info for rjmahan

I have just bought this - trading at very close to cash, some of which is coming back via a dividend very shortly... https://deepvalueinvestments.wordpress.com/2016/02/05/dupd-it-trading-at-near-cash-value-discount-of-75/

This is very cheap - if you look at the value of medical division you dont get enough for the rest. More here: https://deepvalueinvestments.wordpress.com/2015/12/28/smiths-industries-large-conglomerate-discount/

Nils, Much AIM trading is done at the bid and offer - you cant trade within the spread unless you are a broker - which as an individual you arent. You have to pay the spread ! Do you have any other investment ideas like this ? My blog is www.deepvalueinvestments.wordpress.com - would love to hear from you.

Byron not sure if will hit .15 that puts it on a PE of 1 based on longer run EPS of 10. OK doesnt account for rights - way it is trading seems to want to stay above 20

Or delist us steal the money somehow and give us nothing. Happy New year! Hope we will get the shares - sensible solution is to subscribe then distribute shares to shareholders. I would rather not subscribe, get cash and shares - but then what do I know I am only a shareholder!

Not by my reading - looks like the BOD are thinking of delisting - which they can do by simply doing nothing... https://deepvalueinvestments.wordpress.com/2015/12/16/rhm-potential-delisting/

New idea - Tribal group (TRB)- fallen from 200p to 25p, going to be a rights issue to reduce debt. Now trading at 2X 2014 eps. I like the business and its been on my watch list for a long time... I work with its products so know how difficult it could be for a competitor. I have a blog post below: https://deepvalueinvestments.wordpress.com/2015/12/21/tribal-trb-recovery-play-cheap-business-with-a-defendable-moat/

Who said SIHL were shorting own shares - given director buying this wouldnt make any sense whatsoever. I think this is a cracking buy. http://deepvalueinvestments.wordpress.com/2014/01/05/symphony-international-holdings-sihl-l-music-to-my-ears/

Realisation announcement - stock barely moved - still think this is very attractive. More on my blog hxxp://deepvalueinvestments.wordpress.com/2014/01/23/dupd-beginning-to-realise-but-price-not-rising/ I recon could go to £1 (in realised value)