Maynard Paton | Category: Latchways

Watch List: Updates On Ashmore, Bioventix, Daejan, Goodwin, Latchways And Shoe Zone

5 August 2015
By Maynard Paton

Today I’m reviewing the six shares that reside on my Watch List. After all, there’s no point in me operating a Watch List if I don’t occasionally review the progress of my potential investments — and ensure I’m all ready to buy when their valuations become more attractive!

So here is what’s happened at my Watch List companies since the initial write-ups.

Latchways Kick-Starts My Watch List

12 February 2015
By Maynard Paton

So I’ve now reviewed every one of My Shares in my portfolio — see the list of names on the right-hand side of this page.

That means I can finally kick-start My Watch List, the benefits of which I explained in this post.

I’ve decided to adopt a question-and-answer template for My Watch List write-ups. That way I can easily pinpoint any worthwhile shares according to How I Invest.

I am looking for as many Yes answers as possible.

I’m starting today with Latchways (LTC).

Patrick Leach: “Back to SYS1: I recently downloaded their Streaming and Entertainment Test Your Brand report for research purposes. Anyway today received…” Sep 20, 19:21
Maynard Paton: “Thanks for the info Patrick. Will probably have to catch up with Goodwin at some point. Lots has happened since…” Sep 20, 10:04
Patrick Leach: “Whilst it’s impossible to accurately predict the future, of my 20 odd stock portfolio SYS1 does seem to have the…” Sep 19, 16:30
Maynard Paton: “Hi Patrick I am going on the results narrative, which said: “The products shown in the third layer are higher…” Sep 19, 14:58
Patrick Leach: “Well played on upping your stake so early in the Test My Ad progression. I’d held relatively briefly on Ad…” Sep 19, 12:41
Maynard Paton: “Thanks Patrick. Yes, I would agree the growth of Data revenue has been astounding following the AdRatings disappointment. I think…” Sep 19, 11:15
Patrick Leach: “Hi Maynard, Excellent work as always. Regards valuation I think you can argue that whilst the the SP was materially…” Sep 19, 08:39
riccie: “This is quite off-topic. But because I just got this from the shed (and I believe it is fathers from…” Aug 22, 17:22

Comment on SYSTEM1: Better-Than-Expected FY 2021 Results Reveal Accelerating Data Transition And Bold £1 BILLION Market Cap Opportunity by Patrick Leach 20 September 2021
Back to SYS1: I recently downloaded their Streaming and Entertainment Test Your Brand report for research purposes. Anyway today received an email from a Client Development Manager suggesting how SYS1 could help me with my brand recognition :-) Suggests they're being pretty proactive chasing sales leads.
Patrick Leach
Comment on SYSTEM1: Better-Than-Expected FY 2021 Results Reveal Accelerating Data Transition And Bold £1 BILLION Market Cap Opportunity by Maynard Paton 20 September 2021
In reply to Patrick Leach. Thanks for the info Patrick. Will probably have to catch up with Goodwin at some point. Lots has happened since I last looked. Could well be a company for a SharePad write-up. Maynard
Maynard Paton
Comment on SYSTEM1: Better-Than-Expected FY 2021 Results Reveal Accelerating Data Transition And Bold £1 BILLION Market Cap Opportunity by Patrick Leach 19 September 2021
Whilst it's impossible to accurately predict the future, of my 20 odd stock portfolio SYS1 does seem to have the most obvious attributes of a potential multibagger. Scalable platform model, respected operator within their industry and plenty of cash to internally fund development. If it emulates JDG and GAW then we'll both be in clover […]
Patrick Leach
Comment on SYSTEM1: Better-Than-Expected FY 2021 Results Reveal Accelerating Data Transition And Bold £1 BILLION Market Cap Opportunity by Maynard Paton 19 September 2021
In reply to Patrick Leach. Hi Patrick I am going on the results narrative, which said: "The products shown in the third layer are higher value-add consultancy 'Improve' products, which are more standardised than our previous consultancy services. We continue to undertake large, bespoke consulting assignments for a small number of major customers but anticipate […]
Maynard Paton
Comment on SYSTEM1: Better-Than-Expected FY 2021 Results Reveal Accelerating Data Transition And Bold £1 BILLION Market Cap Opportunity by Patrick Leach 19 September 2021
Well played on upping your stake so early in the Test My Ad progression. I'd held relatively briefly on Ad Ratings potential Nov 18 to Feb 20 selling when it appeared to be gaining no traction. Started taking an interest again after the 21st April TS highlighted Test My Ad growth and took a stake […]
Patrick Leach
Comment on SYSTEM1: Better-Than-Expected FY 2021 Results Reveal Accelerating Data Transition And Bold £1 BILLION Market Cap Opportunity by Maynard Paton 19 September 2021
In reply to Patrick Leach. Thanks Patrick. Yes, I would agree the growth of Data revenue has been astounding following the AdRatings disappointment. I think there were signs the business had turned a corner (at least profit wise) and things were moving in the right direction (with ITV/Test Your Ad/UK revenue) within the November interims […]
Maynard Paton
Comment on SYSTEM1: Better-Than-Expected FY 2021 Results Reveal Accelerating Data Transition And Bold £1 BILLION Market Cap Opportunity by Patrick Leach 19 September 2021
Hi Maynard, Excellent work as always. Regards valuation I think you can argue that whilst the the SP was materially lower last year validation of the data products has only more recently occurred - I'd imagine no one who followed the non take up of ad-ratings could have predicted the success of Test my Ad. […]
Patrick Leach
Comment on ANDREWS SYKES: FY 2020 Small-Print Suggests ‘Comparable’ Performance For FY 2021 After H2 Profit Drops 37% by riccie 22 August 2021
This is quite off-topic. But because I just got this from the shed (and I believe it is fathers from about 1980) I thought I’d add here. An ASY relic.
riccie
Comment on MOUNTVIEW ESTATES: Estimated NAV Still Surpasses £200 Per Share After Remarkable H2 Shows Welcome 1.55x Sales Premium And 12.5% Final Dividend Lift by Maynard Paton 14 August 2021
Mountview Estates (MTVW) AGM attendance 11 August 2021 Below are my notes from MTVW's AGM -- my first 'physical' company meeting/presentation since February 2020. Credit to MTVW for hosting the meeting rather than using Zoom or hiding behind closed doors (as some quoted companies continue to do). All five directors were present, alongside 15-20 attendees. […]
Maynard Paton
Comment on S & U: £24 Shares May Already Reflect Pandemic Recovery After New Loan Quality Remains At 5-Year High And Management Comments Of Property Profit Quintupling by Maynard Paton 12 August 2021
S & U (SUS) Trading update published 10 August 2021 A positive statement. Here is the full text interspersed with my comments: —————————————————————————————————————— S&U plc, the motor and property finance specialist, today issues its trading update for the period from its AGM Statement of the 20th May to the 31st July. It will announce half […]
Maynard Paton