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Claude profile







Recent posts (View all)
Re: MVP. Medical Developments International

 On Feb. 17, 2019, 3:08 p.m.

Great question.

I haven't looked at it lately, but it's no doubt time to.

Thanks... will post here if I have any thoughts on it, most likely af...


 On Nov. 27, 2018, 1:19 p.m.

Interesting insights, thanks Rick.

It may be that the postage isn't such a big issue for many people, but if they are charging more than some others, ...

Re: Paragon share issues

 On Nov. 15, 2018, 10:43 p.m.

Great questions Kevin,

I'll email the Chairman and let you know what he says.

Adacel (ASX:ADA)

 On Nov. 9, 2018, 8:40 a.m.

Adacel is a stock that I previously recommended that people buy.

Yesterday evening it put out profit before tax guidance that paints a picture of a business...

Re: Welcome to Ethical Equities

 On Nov. 7, 2018, 1:59 p.m.

Hi Jo!

Thanks for posting, and sharing your background.

Are there any particular companies you have your eye on at the moment? (Whether or not you own tho...

Re: Windlab (ASX:WND)

 On Nov. 6, 2018, 10:43 a.m.

Yea I'm not selling for now, either.

At $1.15 this will be very undervalued if, in the longer term, the environment for renewable improves, as I think it p...

Windlab (ASX:WND)

 On Nov. 6, 2018, 9:47 a.m.

Windlab has today announced that its equity partner for the Lakeland wind farm has pulled out of the deal, citing "risks associated with the project’s grid c...

Re: Megaport (MP1)

 On Oct. 29, 2018, 10:28 p.m.

Hi Jacob,

I agree that Bevan Slattery has a great track record in building telco infrastructure companies -- but I've never found myself invested in any sin...

Re: Medadvisor (MDR)

 On Oct. 7, 2018, 9:05 a.m.

Hi Jacob,

Thanks for sharing Mark's coverage of MedAdvisor. I thought it was interesting and well written.

There's no doubt I came a bit early to the stor...

Re: Paragon share issues

 On Sept. 27, 2018, 8:13 a.m.

Hi Alistair,

I have the exact same view (albeit I still think at the right price it is worthwhile).

According to the company's numbers, the acquisitions sh...

Re: September Best Buys

 On Sept. 27, 2018, 8:08 a.m.

Thanks Ricky,

What was it that undermined your confidence in AD8 management?

Disc: I hold

Re: Redbubble (RBL)

 On Sept. 26, 2018, 5:51 p.m.

Hi Jacob,
I own some shares in Redbubble (a small holding). Because they are paid in advance, they have negative working capital -- which should allow them t...

Re: Hi!

 On Sept. 26, 2018, 5:50 p.m.

Thanks Ricky,

You certainly lead an interesting life, at the intersection of technology and nature. I've seen you post pictures of crabs that you get fresh,...

Re: September Best Buys

 On Sept. 26, 2018, 3:09 p.m.

Hi Jacob,

It will be sent to newsletter subscribers this afternoon.

Thanks for being the first person to comment!

Welcome to Ethical Equities

 On Sept. 26, 2018, 8:50 a.m.

Are you interested in reading carefully crafted research about listed companies?

How did you become interested in investing?

How long have you done it for?...