[Podcast] SOMERO ENTERPRISES With Mark Atkinson And Maynard Paton

27 August 2022
By Maynard Paton

I have recorded another pilot episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Somero Enterprises and the investment potential of the company’s concrete levelling machines:

We cover:

  • 00:00: Introduction to Somero Enterprises.
  • 01:47: The W-8BEN form.
  • 02:38: Mark’s first Somero purchase and moving brokers.
  • 04:51: The growth of e-commerce and the dying high street.
  • 06:20: Somero’s competitive advantage.
  • 07:31: Somero’s financial history and accounts.
  • 12:16: The international growth of e-commerce.
  • 13:30: The equipment Somero sells.
  • 15:01: Disclosure within the annual report.
  • 18:21: Management experience.
  • 20:31: Special dividends.
  • 22:08: Valuation and re-rating potential.
  • 28:41: Closing thoughts and wrap up.

We may record more podcasts if sufficient interest is shown.

Happy listening!

Maynard Paton

PS: The recording took place on 25 August 2022.

[Podcast] TRISTEL With Mark Atkinson And Maynard Paton

27 July 2022
By Maynard Paton

I have recorded another pilot episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Tristel and the company’s hospital disinfectants and shareholder open day: 

We cover:

  • 0:00 Tristel’s open day and when we invested.
  • 1:31 Tristel’s business and disinfection chemistry.
  • 3:00 Tristel’s revenue and profit.
  • 5:56 The price I purchased and when I started selling.
  • 7:01 The latest trading update and the potential for US growth.
  • 12:51 The different products Tristel offer.
  • 16:21 Debtors and product restructuring. 
  • 18:26 The shareholder open day.
  • 20:90 High gross margins.
  • 21:92 Patent expiries.
  • 23:44 The CEO, CFO and the non-execs.
  • 26:24 A buy, hold or sell?
  • 29:41 Closing remarks.

We may record more podcasts if sufficient interest is shown.

Happy listening!

Maynard Paton

PS: Tristel’s open day took place on 18 July 2022 and the recording was made on 25 July 2022.

Disclosure: Maynard owns shares in Tristel.

[Podcast] PHOTO-ME INTERNATIONAL With Mark Atkinson And Maynard Paton

19 June 2022
By Maynard Paton

I recently recorded a pilot episode of The Private Investor’s Podcast with my good friend Mark Atkinson. We talked about Photo-Me International and the investment potential of passport photos and self-service washing machines: 

We cover:

  • 00:00 Introduction and portfolio YTDs.
  • 00:52 Photo-Me and why Mark has been buying.
  • 05:10 Is self-service laundry a winning business model?
  • 09:26 How do the fruit juice and pizza machines work?
  • 12:16 The financials of Photo-Me.
  • 13:51 Serge Crasnianski recently invested £20m. What does he know?
  • 19:01 Other directors and the absence of a board-level CFO.
  • 19:51 The recent trading statement and expected revenue.
  • 20:24 Is Mark still bullish and would he buy more?
  • 22:51 How big a position is Photo-Me for Mark?
  • 23:26 Would Maynard now buy Photo-Me?

We may record more podcasts if sufficient interest is shown!

Happy listening!

Maynard Paton

PS: The recording took place on 14 June 2022.

[Podcast] Small Caps, Stock Picking And Index Trackers With Maynard Paton 

19 May 2022
By Maynard Paton

I recently spoke with Lee Cleasby on his Fund Your Retirement podcast. I talked about.

  • My investing journey and experience.
  • RAMP investing: respectability at a modest price (more details here).
  • When to sell or not to sell?
  • Small-caps trailing the FTSE 100.
  • Focusing on UK shares.
  • How beginners should start investing.
  • A real-life example of pound-cost averaging.
  • Starting a pension for my two-year-old son.
  • Coping with media negativity and volatile markets.
  • Thoughts on cryptocurrencies and NFTs.
  • A book recommendation.
  • My website and newsletter.

I think I am better at blogging than talking. Have a listen and decide for yourself:

Happy listening!

Maynard Paton

PS: The recording took place on 5 May 2022. Not quite sure about the weird American voice at the start!

[Podcast] RAMP Investing With Maynard Paton

24 June 2021
By Maynard Paton

I recently spoke to Jon Kingston on his Capital Employed podcast. I talked about:

  • My investing background and approach (more details here);
  • The types of companies I invest in;
  • Two recent purchases: System1 and M Winkworth, and;
  • What I learned from Jim Slater.

You can listen to the podcast here:


Alternatively you can listen through Youtube…

…or through the links below:

I mention these links at the end of the podcast:

Happy listening! 

Maynard Paton