Jeepers. I think I have got both the sound and light right this week. A bonus helping of chocolate pizza for me. I had to get the hang of it eventually. The nine minute video postcard is wide ranging and I only mention Sefton Resources (SER) once and even then only en passant. How is that for restraint?
On the Agenda
1. Light blogging – plans for next few weeks as I tidy up overdue books, etc
2. A quality resource management team – Linda and Dekel at Chaarat
3. A problem with the UK – we are overpaid and thus not competitive
4. The main subject – the problem with AIM. They are structural and how a blood bath is needed to change that ( this includes Sefton en passant mention)
5. Macro economic chill head winds in the US, China and especially Euroland
6. Value investing in such a climate for small caps. Mention of Leyshon Resources (LRL)
Ends
For more on the two stocks I mention positively you can read a recent piece on