Sunday March 01, 2015
Weekly Postcard #102 – Driving into the clouds I see the past and the future
Ireland brightens up my day
Jeremy Clarkson is not an oaf or a buffoon for describing the welfare safari that is Liverpool 100% correctly

PERSONAL, UNDILUTED VIEWS FROM TOM WINNIFRITH

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Delcam – A stock worth a Flutter?

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- Tom Winnifrith

I remember meeting the management of AIM listed CAD software stock Delcam (DLC) a few years ago and with the shares having almost trebled over the past 3 years to 810p I am a bit miffed that I did not get rather more enthusiastic. It is one of those companies where the shares never look cheap but then head sharply higher and so you always seem to miss the boat. I wonder if, with a market cap of c£65 million, it is not too late to buy a few.

The company had results this morning covering the half calendar year.

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