@MaynardPaton

Investor | Contributor, Affiliate & Advocate for SharePad | 'Pioneer of RAMP investing' | 'Retail Investor Blogger' | 'Independent Investment Commentator'

maynardpaton.com
Joined July 2013
  • Tweets692
  • Following32
  • Followers3.7K
58Media
Handy website links: Blog ➡️ maynardpaton.com/blog
Newsletter ➡️ maynardpaton.com/email
Podcast ➡️ maynardpaton.com/podcast
Full share A-Z ➡️ maynardpaton.com/posts
Unofficial SharePad guide ➡️ maynardpaton.com/guide
Special SharePad offer ➡️ maynardpaton.com/offer #ad
1
1
7
6,623
MOUNTVIEW ESTATES: Lowly 50% FY Gross Margin Despite Record £395k Average Sales Price Signals Property Purchases Realising Limited Gains And Leaves £100 Shares Trading At NAV #MTVW TL;DR NAV flat, profit down, board pay up, protest votes up. maynardpaton.com/2023/10/28/…

MOUNTVIEW ESTATES: Lowly 50% FY Gross Margin Despite Record £395k Average Sales Price Signals...

A lacklustre FY performance, with profit down 2% to the lowest level for ten years despite average property sales (excluding ground rents) rising 14% to a record £395k.

maynardpaton.com
5
2,116
Maynard Paton retweeted
Roland Head@rolandhead25 Oct 2023
I've enjoyed recording several new podcasts recently covering topics including stock valuation techniques plus reviews of #HL #TUNE #QTX and #KETL with @MaynardPaton @bruce_packard and @DangerCapital rolandhead.com/podcasts/podc…

Podcasts: how to value companies + QTX, HL, TUNE & KETL

I've recorded several new podcasts over the last month, covering topics including Hargreaves Lansdown, Quartix, Focusrite, Strix - and the difficult topic of company valuation.

rolandhead.com
3
5
2,503
The week's Small Caps Live Weekly Summary looks at news from #ANG #AGFX #FDEV #IGR #KETL #SCS #TMG #XPP open.substack.com/pub/smallc…
2
7
1,531
[Podcasts] HARGREAVES LANSDOWN, FOCUSRITE, STRIX, QUARTIX And More Enjoyed discussing #HL, #TUNE, #KETL, #QTX and more with @rolandhead, @DangerCapital and @bruce_packard👍👍 maynardpaton.com/2023/10/21/…
2
7
1,904
BIOVENTIX: H1 Dividend Up 19% Might Indicate Small 8th Special Payout As Pipeline Potential Still Rests Upon ‘Exciting’ Alzheimer’s R&D That Runs To 2026 #BVXP Includes mini-rant about product sales being disclosed to the broker instead of shareholders. maynardpaton.com/2023/10/20/…

BIOVENTIX: H1 Dividend Up 19% Might Indicate Small 8th Special Payout As Pipeline Potential Still...

A record H1, with revenue up 25% and profit up 26% helped by a post-pandemic recovery and favourable currency movements.

maynardpaton.com
1
2
14
2,287
This time on The Investors Round Table @MaynardPaton , @rolandhead , @DangerCapital , and @bruce_packard discuss how they value companies, how they derive price targets and when to sell. Listen here: youtu.be/3wXU0b_Zdd4?si=0BMK…
4
8
1,976
[SharePad] Screening For My Next Long-Term Winner: FONIX MOBILE #FNX TL;DR This pay-by-text specialist is growing quickly through TV competitions and offers decent financials plus hefty director shareholdings. knowledge.sharescope.co.uk/2…

Screening For My Next Long-Term Winner: Fonix Mobile (LSE: FNX) - ShareScope Articles

Significant, acquisition-free expansion is prized by many investors. Maynard Paton studies the organic growth record of pay-by-mobile small-cap Fonix Mobile.

knowledge.sharescope.co.uk
1
2
8
2,869
My Portfolio: Q3 2023: Enjoying 100% Returns From Ordinary Dividends TL; DR Four of my ten shares have now repaid my initial investment through ordinary dividends alone. maynardpaton.com/2023/10/08/…

Q3 2023: Enjoying 100% Returns From Ordinary Dividends

During my podcasts with income guru Roland Head, I have realised four of my ten shares have repaid my initial investment back through payouts alone.

maynardpaton.com
2
3
4
43
12,417
Maynard Paton retweeted
Roland Head@rolandhead7 Oct 2023
Just published my Q3 dividend portfolio review. TL;DR - the portfolio was level with the FTSE 100 TR in Q3 and I added two new shares during the quarter. buff.ly/3tstmyi
1
3
1,902
Join private investors @MaynardPaton and @rolandhead on PIP016 as they discuss Quartix's (QTX) Growth Potential, Financials, Management, and headwinds. The link to join the premium feed is here: bit.ly/447Mdw2
3
5
1,575
[Podcasts] LIONTRUST ASSET MANAGEMENT, RWS, QUIZ, MOUNTVIEW ESTATES And More Enjoyed discussing #LIO, #RWS, #QUIZ, #MTVW and more with @rolandhead, @DangerCapital and @bruce_packard 👍 maynardpaton.com/2023/09/30/…
2
6
1,813
[SharePad] Small-Cap Spotlight Report: NCC #NCC TL;DR Textbook example of a great core business being 'diworsified' through lower-quality acquisitions. knowledge.sharescope.co.uk/2…

Small-Cap Spotlight Report: NCC (LSE: NCC) - ShareScope Articles

Many great companies still can't resist 'diworsifiying' in the quest for growth. Maynard Paton studies IT specialist NCC and its costly folly beyond software

knowledge.sharescope.co.uk
3
8
1,578
SYSTEM1: Bumper Q4 Supports Stronger H2 2023 But New Marketing Course Raises Fresh Management Doubts And Leaves Disgruntled Shareholders Hoping For Trade-Sale Exit #SYS1 TL;DR Wishful buyout thinking follows rejected proposals to revamp the board. maynardpaton.com/2023/09/15/…

SYSTEM1: Bumper Q4 Supports Stronger H2 2023 But New Marketing Course Raises Fresh Management...

A deeply divided shareholder base and languishing share price may leave the door open for corporate activity, with global market-research groups hopefully able to recognise significant sales/cost...

maynardpaton.com
3
924
S & U: £22 Shares Valued At Potential 1.15x NAV With 6% Yield After Positive FY 2023 Shows New ‘A Gold’ Borrowers And ‘Excellent’ Collections Supporting Healthy 18% Motor Loan-Book Growth #SUS TL;DR Ace family managers keep compounding the dividend and NAV maynardpaton.com/2023/09/29/…

S & U: £22 Shares Valued At Potential 1.15x NAV With 6% Yield After Positive FY 2023 Shows New ‘A...

A lower-than-normal bad-debt charge underpinned a very positive FY, which compounded NAV to a fresh £18.51 per share high and the dividend to a fresh 133p per share high.

maynardpaton.com
8
1,481
Listen to @MaynardPaton, @rolandhead, @DangerCapital and @bruce_packard as they share their best learning tools, resources and books they find most useful for analysing and understanding financial accounts. youtube.com/watch?v=vEMouW0y…
1
4
7
1,780
Worth your time ➡️ @GrahamNeary discussing various holdings, portfolio concentration, pawnbrokers, Chinese frauds, stop losses, drinks companies, fixed income and much more! 👍 youtube.com/watch?v=jO9RjIp1…

Graham Neary on Running a Concentrated Portfolio, UK vs US, Averaging Down, & Fixed Income.

Graham Neary is a full-time private investor, and an investment ana...

youtube.com
1
8
1,660
Episode IRT004: Join private investors @MaynardPaton, @DangerCapital, @rolandhead and @bruce_packard as they discuss their portfolios and their search for their next long-term winner. The link to join the premium feed is here: bit.ly/447Mdw2
2
1
4
2,736
FW THORPE: Record H1 Shows Profit Up 34% After Supply Problems Ease Although Net Cash Declines To 16-Year Low And Shareholders Await Suitable Returns From Eventual £37m Zemper Acquisition #TFW TL;DR LED lighting remains popular. maynardpaton.com/2023/08/15/…

FW THORPE: Record H1 Shows Profit Up 34% After Supply Problems Ease Although Net Cash Declines To...

A record H1 performance bolstered by acquisitions of Zemper and SchahlLED that showed total revenue up 29% and adjusted profit up 34%.

maynardpaton.com
4
1,041
[Podcasts] KITWAVE, M WINKWORTH, SOLID STATE And More Enjoyed discussing #KITW, #WINK, #SOLI and more with @rolandhead, @DangerCapital and @bruce_packard maynardpaton.com/2023/08/28/…
2
4
1,250
TRISTEL: Record 81% Gross Margin Supports Positive H1 2023 As FDA Approval Creates 43M Disinfection Opportunity Alongside Management Ambition To ‘Double Revenue Over The Medium Term’ #TSTL TL;DR Annual sales growth target set for 15%-plus. maynardpaton.com/2023/08/28/…

TRISTEL: Record 81% Gross Margin Supports Positive H1 2023 As FDA Approval Creates 43M Disinfection...

A positive pandemic-recovery performance, with H1 revenue up 16% to a record £17.5m and H1 profit rebounding up to 33%.

maynardpaton.com
6
1,096
Load more