Lewis Robinson @ExpectingValue
Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments lewissrobinson.com Welwyn Garden City, England Joined July 2011-
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Lewis Robinson retweeted
when she asks how the portfolio is doing
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> Float with forecasts for £36.9m of revenue in 2025 and £11.0m of EBITDA > Actually deliver ~£9m of revenue and a substantial EBITDA loss > ??? > Delist because the share price 'does not reflect the fundamental value of the Company'
#SBDS apparently it’s us not them …we just don’t get the awesome Bye then
@sequentanalyst Whether the push to transfer more parental responsibility to the state ultimately solves this problem or makes it worse is an open question IMO
Revealed preference #HEAD
Lewis Robinson retweeted
@dopamine_uptake The corporate equivalent of a text from your gf that says "we need to talk."
Checking in two years later
#SHOE is broadly considered an anachronistic retail loser. In this thread, I will highlight how the latest developments in wedge computing and multi-thread interlacing actually position Shoe Zone at the forefront of the next wave of cloud de-bottlenecking 🧵1/73
investegate.co.uk/announcement/r… A few years ago most considered Playstack considered near worthless; now being sold for £125m. Fun journey and a phenomenal gaming success story with an absurd publishing hit rate #TRU
@SutjeSH Sean Dyche - a football manager with a reputation for ugly but effective tactics. Usually massively outperforms his budget/is brought into a terrible situation
I've got the answer to Britain's problems. No nonsense, practical, focused on delivery. Expert in turnarounds. And he's available!
#ASC interesting sign of Asos's accounting that they're sold a site for £66m and make a £85m profit on the deal in a 'competitive sales process'. Suggests they persuaded the auditors to hold the site at a negative £19m valuation based on value-in-use despite decent open value
#IGR strong stuff from the new CEO... strikingly (and sadly) rare in UK plc land
@mark_wharrier This was brilliant, thank you
@SowingAlphaSeed You're absolutely right. In today's fast paced world, this isn't a company simply trading at a discount to its assets -- it's mispriced optionality, hiding in plain sight.
@Wexboy_Value That was a great listen, cheers
@RanmoorRuffian Get back to me when he's putting AI drones into space
Some days, I wake up and miss Quindell. We haven't had a good one in a while. It's a sad indictment on the lack of animal spirits that a bloke with a rolodex and a chequebook can't spin up a billion pound valuation in 2026
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