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[Podcast] OCEAN WILSONS, TRISTEL And ARCONTECH With Roland Head, Mark Simpson, Bruce Packard And Maynard Paton Acquire US

IMPORTANT! The podcast beneath stays freely accessible, however from 1 August 2023 all my podcasts will change into a part of a premium service for UK non-public buyers. Please do contemplate becoming a member of in case you benefit from the dialog. Extra particulars right here >>

11 July 2023
By Maynard Paton

I’ve recorded one other episode of The Investor’s Roundtable podcast with fellow buyers and good mates Roland Head, Mark Simpson and Bruce Packard:

We talked about Bruce’s funding in transport and funding group Ocean Wilsons (OCN), my funding in disinfectant specialist Tristel (TSTL) and Mark’s funding in software program developer Arcontech (ARC). We additionally mentioned whether or not non-public buyers ought to contemplate asset allocation inside their portfolios:

We cowl: 

  • Ocean Wilsons (£10/£360m) from 03m54s:
    • Bruce recaps why he owns Ocean Wilsons.
    • Probably promoting the ports enterprise, the hedge-fund portfolio and the low cost to internet asset worth.
    • Administration charges, funding benchmarks and shopping for main shareholder Hansa as an alternative.
    • Draw back/upside potential, Hansa not shopping for extra and high quality of administration correlating with investor returns.
  • Tristel (350p/£165m) from 19m55s:
    • I recap why I personal Tristel.
    • Tristel’s aggressive benefit, secret components and reverse engineering.
    • The US regulatory timescale, shareholder communication and FDA choices.
    • Administration share choices, market good points within the US and competing in opposition to disinfection machines.
  • Arcontech (65p/£9m) from 38m16s:
    • Mark recaps why he owns Arcontech.
    • Money place, accounting restatements and potential sloppy bookkeeping.
    • Absence of administration shows, efficiency throughout 2008 and buyer focus.
    • Bespoke software program, firm scuttlebutt and lack of gross sales development.
  • Asset allocation from 50m56s:
    • Correlation concept of asset allocation, a aggressive benefit with UK shares and safe-haven investing. 
    • Private circumstances, media/adviser influences and when methods cease working.

Further hyperlinks:

Glad listening!

Maynard Paton

PS: The episode was recorded on 6 July 2023.

Disclosure: Maynard owns shares in Tristel.

#Podcast #OCEAN #WILSONS #TRISTEL #ARCONTECH #Roland #Mark #Simpson #Bruce #Packard #Maynard #Paton

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