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Claude profile







Recent posts (View all)

 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?...

September Best Buys

 On Sept. 25, 2018, 11:59 p.m.

What do you think of the Best Buys for September 2018?

Have I missed a stock that should have been on there?

Which one do you think is the strongest or the...