Money and Finance
- What You Like A Ceo Of A Portfolio Company To Say (and Hope He's Right)...
From the Zicom Group (ASX: ZGL) Chairman's Address to Shareholders:I am pleased to announce that your Board will henceforth focus on enhancing shareholders’ value. At the end of the financial year just ended, the net asset value per share of...
- Matthew Miller: In-depth Idea Presentation
Thanks to John and Oliver for opening this up to the public, and for hosting another great conference. My partner at Boyles Asset Management, Matt Miller, gave his presentation on Zicom Group (ASX: ZGL). Link to video and presentation: Matthew Miller:...
- Zicom Group Update
I linked to a great write-up and mentioned Zicom in a post here before (HERE). It remains one of our favorite ideas at Chanticleer. For those that are following it, they filed their Preliminary Final Report. Link to: Zicom Group Limited (ASX:ZGL) - Preliminary...
- Kelpie Capital Write-up On Zicom Group
Great overview of a stock that is currently one of our favorite ideas at Chanticleer. The stock closed today at $0.17 AUD, which is about 70% of tangible book value. We think the management team is very familiar with value investing and Warren Buffett...
- Screen
Over the years, I've found it useful when James Montier (writing from wherever he was at the time) would run a value screen and show the number of names that came up. It gave another data point to compare the attractiveness of ideas in the market...
Money and Finance
Halfords Group plc
Friends,
I’m looking for reasons NOT to buy shares of Halfords Group plc (LSE:HFD). Anyone have any?
With the stock around 2.40 GBP, the dividend yield just north of 9%, strong free cash flows and a good competitive position, it seems pretty attractive. So for those in the UK or Ireland that are familiar with the stores, or for anyone who may have spent a lot of time looking at the company, I’d love to hear your thoughts. Email me at: [email protected]. For those wanting to check it out, the company’s IR page is HERE. Thanks.
Disclosure: Neither I nor any investment product I co-manage at Chanticleer have an investment in Halfords Group plc at the time of posting. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.
- What You Like A Ceo Of A Portfolio Company To Say (and Hope He's Right)...
From the Zicom Group (ASX: ZGL) Chairman's Address to Shareholders:I am pleased to announce that your Board will henceforth focus on enhancing shareholders’ value. At the end of the financial year just ended, the net asset value per share of...
- Matthew Miller: In-depth Idea Presentation
Thanks to John and Oliver for opening this up to the public, and for hosting another great conference. My partner at Boyles Asset Management, Matt Miller, gave his presentation on Zicom Group (ASX: ZGL). Link to video and presentation: Matthew Miller:...
- Zicom Group Update
I linked to a great write-up and mentioned Zicom in a post here before (HERE). It remains one of our favorite ideas at Chanticleer. For those that are following it, they filed their Preliminary Final Report. Link to: Zicom Group Limited (ASX:ZGL) - Preliminary...
- Kelpie Capital Write-up On Zicom Group
Great overview of a stock that is currently one of our favorite ideas at Chanticleer. The stock closed today at $0.17 AUD, which is about 70% of tangible book value. We think the management team is very familiar with value investing and Warren Buffett...
- Screen
Over the years, I've found it useful when James Montier (writing from wherever he was at the time) would run a value screen and show the number of names that came up. It gave another data point to compare the attractiveness of ideas in the market...