My Blog now appears only on Stockopedia

You can still read my Blog every weekday, but it now only appears on Stockopedia.

Click here for my landing page on Stockopedia, which you can bookmark if you wish, which provides links to all my reports & the full archive (searchable by company ticker)

Stockopedia also send an automatic email every weekday at 11 a.m. with my morning reports - click here for the sign-up link (just needs email address, nothing else).

I will continue to update the following pages on this Blog:

Paul's Value Picks - where I note in passing companies that look potentially interesting for further research.

Current Holdings - this lists the shares I currently hold, for general information only - NB these are absolutely NOT recommendations, nor financial advice.

Small Cap Value Report (19 Jun) - NRR, DEMG, WYN, IPEL, PDX, PEN

Please click here to join my new email list on Stockopedia, which automatically sends out a link to my daily report at 11 am on weekdays.

If you wish, please bookmark my landing page on Stockopedia, which has the latest & all archive articles, which are searchable by ticker.

Here is today's report on Stockopedia.

Small Cap Value Report (18 Jun) - SSP, AND, SDL

Please click here for today's report on Stockopedia:

Companies mentioned include:

Solid State (SSP) - results
Andor Tech (AND) - profits warning.
SDL (SDL) - profits warning.


NB> for a quicker & better service, please sign up for my new email list on Stockopedia, which goes out automatically at 11 am.
There is no registration required, just your email address.

Small Cap Value Report (17 Jun) - OPM, IDH, SRT, KCO

NB. At some point soon I will be winding down this email list, so to continue receiving my reports, please click here to join my new email list on Stockopedia 

- which is better, as it goes out automatically, and earlier (at 11 am every weekday).
It's 

Please click here to read today's Small Cap Value Report on Stockopedia.

Companies mentioned today are:

1PM (OPM) - Placing & trading update.
Immunodiagnostic Systems Holdings (IDH) - results.
Software Radio Tech (SRT) - AGM & Open Day.
Keycom (KCO) - interim results.
2Ergo (RGO) - Placing at 1p.

Small Cap Value Report (12 Jun) - CRE, AMO, VNET, HYC, CGS

Please click here to read today's small cap report on Stockopedia.

Companies mentioned are:

Creston (CRE) - results
Amino Tech (AMO) - contract announcement
Vianet (VNET) - more thoughts on yesterday's results
Hyder Consulting (HYC) - results
Castings (CGS) - results

Small Cap Value Report (11 Jun) - VNET, QPP, ECK, REDT, PRES

Please click here as usual for today's report on Stockopedia.

Companies mentioned are:

Vianet (VNET) - results
Eckoh (ECK) - results
Red24 (REDT) - results
Pressure Technologies (PRES) - interim results

Small Cap Value Report (10 Jun) - PDC, LTC, RWS, XAR, SNCL, FKL, PGB, VLX

Please click here for today's small cap value report on Stockopedia.

Companies mentioned are:

Printing.com results
Latchways results
RWS interims
Xaar trading update
William Sinclair Holdings results
Falkland Island Holdings results

Small Cap Value Report (3 Jun) - GBG, FRP, IGE, ALLG, DEMG

Please click here to read today's report on Stockopedia.

Companies mentioned are:

GB Group (GBG) - annual results.
Fairpoint (FRP) - trading update.
Image Scan Holdings (IGE) - contract win.
All Leisure (ALLG) - breakdown of ship.
Trinity Mirror (TNI) - watch out re hacking.
Deltex Medical (DEMG) - overhang cleared perhaps?

Small Cap Report (31 May) - HVN, VNET, DQE, RGO, MRM

Good news! Stockopedia have now set up a direct email list for my daily reports which will be issued earlier, at 11am every weekday.

CLICK HERE to sign up for this new email service (it's free & only needs your email address, nothing else)


In the meantime, Please click here to read today's report on Stockopedia.

Companies mentioned are:

Harvey Nash (HVN) - in line trading statement.
Vianet (VNET) - new Non Exec appointed.
DQ Entertainment (DQE) - Results show debtors has ballooned even more.
2Ergo (RGO) - More losses, and fund-raising still underway.
Metrodome (MRM) - the latest company to announce it will De-List.

Small cap report (30 May) - ZZZ, PGB, DEMG, CUP, RSOX, NBI, OMG, CAU, VLX

Please click here to read today's small cap report.

Companies covered are:

Snoozebox (ZZZ) - successful Placing.
Pilat Media Global (PGB) - Q1 results.
Cupid (CUP) - profits warning.
Deltex Medical (DEMG) - positive news from France.
Resaca Exploitation Inc (RSOX) - de-Listing announced.
Northbridge Industrial Services (NBI) - in line trading statement.
OMG (OMG) - poor interim results & mild profits warning.
Centaur Media (CAU) - I've sold.
Volex (VLX) - I've bought.

Small Cap Report (29 May) - MBH, QPP, TRK, NBL, IDOX, DGB

Please click here to read today's small cap report.

Companies covered:

Michelmersh Brick Holdings (MBH) - land sale.
Quindell Portfolio (QPP) - 3-year deal with Honda.
Torotrak (TRK) - preliminary results.
Noble Investments (NBL) - interim results.
Idox (IDOX) - profits warning.
Digital Barriers (DGB) - dreadful results.

Small Cap Report (28 May) - TET, C21, RNO, VLX

Please click here to read today's small cap report.

Companies mentioned are:

Treatt (TET) - positive trading update.
21st Century Tech (C21) - warns on revenues.
Renold (RNO) - prelim results, turnaround possible?
Volex (VLX) - prelim results, more convincing turnaround than Molins.

Small Cap Report (23 May) - HFD, KBC, SSY, QED, HYD

Please click here for today's small cap report.

Companies mentioned are:

Halfords (HFD) - dividend cut.
KBC Adv Tech (KBC) - AGM statement sounds positive.
Scisys (SSY_ - positive AGM statement.
Quintain Estates (QED) - NAV drops again.
Hydro Intl (HYD) - mildly negative AGM statement.

Small Cap Report (22 May) - ZYT, PGB, INL, CHH, PMP, SID, APH

Please click here for today's report.

Companies mentioned are:

Pilat Media Group (PGB) - significant contract win.

Inland Homes (INL) - positive-sounding trading update.

Quindell Portfolio (QPP) - contract win.

Churchill China (CHH) - in line trading update.

Portmeirion (PMP) - my preferred stock in the china industry.

Silverdell (SID) - new Non-Exec appointed.

Begbies Traynor (BEG) - I've sold out.

Alliance Pharma (APH) - sales update.

Small Cap Report (21 May) - ZYT, BMY, DRV, ECV, RNWH

Please click here for today's report.

Companies mentioned are:

Zytronic (ZYT) - Poor Interims, as expected.
Bloomsbury Publishing (BMY) - Good results & attractive valuation & divi.
Driver (DRV) - Interims potentially interesting.
Eco City Vehicles (ECV) - scraped into profit.
Renew Holdings - interims.

Small Cap Report (20 May) - NRR, ZZZ, TNG, ZYT

Please click here to read today's small cap report on Stockopedia.

Companies mentioned are:

Newriver Retail (NRR) - planning consent approved for Birmingham site.
Snoozebox (ZZZ) - Founding Director leaves.
Tangent Communications (TNG) - Results. Looks potentially interesting.
Zytronic - Results & conference call tomorrow.

Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

Please click here to read today's small cap report on Stockopedia.

Companies mentioned are:

Snoozebox (ZZZ) - update says needs more capital.
Sprue Aegis (SPRP) - Firm rejection of 90p takeover bid.
Kentz (KENZ) - Positive AGM statement.
Ocado (OCDO) - Big price rise on Morrisons deal.
Huntsworth (HNT) - IMS says trading in line.
PuriCore (PURI) - Unimpressive IMS.
PV Crystalox Solar (PVCS) - To return 7.25p cash. IMS.
Capital Drilling (CAPD) - IMS.
Silanis International (SNS) - Announces de-Listing.

Small Cap Report (16 May) - TNI, ZZZ, CAU, OPTS, WIL

Please click here for today's report.

Covering:

Trinity Mirror (TNI) - IMS seems positive overall, but watch out re hacking.
Snoozebox (ZZZ) - bouncing off lows.
Centaur Media (CAU) - I've bought a few after profits warning.
Zytronic (ZYT) - also bouncing off lows.
Optos (OPTS) - poor interims.
Wilmington (WIL) - in line IMS.

Small Cap Report (15 May) - FCCN, QPP, CAU, LONR, ALU, SAG

Please click here for today's small cap report on Stockopedia.

Companies mentioned today are:

French Connection (FCCN) - IMS - trading stabilising & net cash up.
Quindell Portfolio (QPP) - Director buying reported, as previously flagged.
Centaur Media (CAU) - profits warning.
Lonrho (LONR) - agreed cash offer at 10.25p.
Northamber (NAR) - IMS.
Alumasc (ALU) - in line IMS.
Sagentia (SAG) - positive trading update.

NB. You can leave comments on Stockopedia, it just requires a free registration (there is an option for a free account further down their registration page)

Small Cap Report (14 May) - ZYT, MOS, CLL, NGR, LRM

Please click here to read today's small cap report on Stockopedia.

Companies mentioned are:

Zytronic (ZYT) - more comments from me, post profits warning.
Mobile Streams (MOS) - positive-sounding trading update.
Cello (CLL) - positive AGM statement.
Nature (NGR) - poor results for year-ended 31 Dec 2012.
Lombard Risk Mgt (LRM) - good results, but big capitalised R&D spend.

Small Cap Report (13 May) - QPP, ZYT, JLF, BQE, JPR, TET

Please click here for today's small cap report on Stockopedia.

Companies mentioned are:

Quindell Portfolio (QPP) - another clarification statement!
Zytronic (ZYT) - profits warning from Friday.
Jelf (JLF) - interim results look OK.
Bioquell (BQE) - IMS.
Johnston Press (JPR) - IMS.
Treatt (TET) - Interims look good.

Series of articles on Value Investing

I was fortunate to attend the London Value Investor Conference on 9 May 2013, and have written up a series of articles on the speeches that impressed me, which I hope you will find interesting.

They are all published on Stockopedia, so please click on the links below if you would like to read my articles, as follows:

Part 1 - Richard Oldfield of Oldfield Partners

Part 2 - Simon Denison-Smith of Metropolis Capital

Part 3 - Howard Marks of Oaktree Capital

In my opinion all three speeches were very thought-provoking.

Small Cap Report (10 May) - HGV, QPP, ASH, CAPD, OCDO, KENZ, CTO

Please click here to read today's small cap report on Stockopedia.

Companies mentioned are:

Hasgrove (HGV) - Tender Offer & De-Listing.
Quindell Portfolio (QPP) - "clarification" statement.
Ashley House (ASH) - in line trading update.
Capital Drilling (CAPD) - possibly cheap again?
Ocado (OCDO) - valuation getting more ridiculous by the day.
Kentz (KENZ) - I'm thinking about buying more.
T Clarke (CTO) - in line trading update.

Small Cap Report (9 May) - QPP, PTCM, MCB, FFY

Please click here to read today's small cap report on Stockopedia.

Companies mentioned today are:

Quindell Portfolio (QPP) - Nasty article in FT about derivative.
Porta Comms (PTCM) - poor figures for 2012.
McBride (MCB) - trading in line.
Fyffes (FFY) - trading statement.
CML Microsystems (CML) - positive trading statement.

Small Cap Report (8 May) - FCCN, GVC, QPP, RGO

Please click here to read today's small cap report on Stockopedia.

Companies mentioned today are:

French Connection (FCCN) - new FD appointed.
GVC Holdings (GVC) - in line trading update.
Quindell Portfolio (QPP) - down 11% today.
2Ergo (RGO) - last chance saloon?

Small Cap Report (7 May) - QED, SNX, CAP, KBC

Please click here to read today's small cap report on Stockopedia.

Companies mentioned are:

Quindell Portfolio (QPP) - Results for y/e 31 Dec 2012 - I am sceptical.
Clean Air Power (CAP) - tipped over the weekend.
KBC Advanced Tech (KBC) - also tipped over the weekend.
Emblaze (BLZ) - bizarre share price moves.

Small Cap Report (3 May) - KBC, KENZ, SPGH, TCM

Please click here to read today's report on Stockopedia.

Companies mentioned are:

KBC Adv Tech (KNC) - $16m contract win.
Kentz (KENZ) - positive trading statement.
Superglass Holdings (SPGH) - refinancing almost completed.
Telit Comms (TCM) - Q1 turnover up 17%.

Small Cap Report (2 May) - SSP, JSG, SNX, ZZZ, CCT

Please click here for today's small cap report on Stockopedia.

Companies mentioned are:

Solid State (SSP) - in line trading update.
Johnson Service (JSG) - in line current trading.
Synectics (SNX) - Chairman sells 500k shares.
Snoozebox Holdings (ZZZ) - more information needed.
Character (CCH) - poor interims.

Small Cap Report (1 May) - ASY, HAYT, SNX, SPGH, RNO, EGX

Please click here for today's report on Stockopedia.

Companies mentioned are:

Andrews Sykes (ASY) - excellent results.
Hayward Tyler (HAYT) - good trading update.
Synectics (SNX) - in line trading update.
Superglass (SPGH) - rescue refinancing.
Renold (RNO) - in line trading update.
Energetix (EGX) - down 25% on results.
4imprint (FOUR) - Q1 IMS.

Small Cap Report (30 Apr) - GOAL, DEMG, PUR, AVCT, HVN, PURI

Please click here to read today's report on Stockopedia.

Companies mentioned are:

Goals Soccer Centres (GOAL)
Deltex Medical (DEMG)
Pure Wafer (PUR)
Avacta (AVCT)
Harvey Nash (HVN)
PuriCore (PURI)

Small Cap Report (26 Apr) - FCCN, SDM, ZZZ, IMTK, CMH, CAP, BEG

Hi, apologies but I forgot to update this Blog for the last couple of days for reports on Stockopedia. To see those reports, please just go directly to Stockopedia.

Please click here for today's report, which covers the following companies:

French Connection (FCCN) - sudden departure of long-serving FD
Stadium (SDM) - sudden departure of CEO
Snoozebox (ZZZ) - lousy results & change of FD & COO
Imaginatik (IMTK) - abandons plans to De-List (for now!) and £1.2m Placing
Chamberlin (CMH) - reasonable trading update
Clean Air Power (CAP) - Grant to launch in USA
Begbies Traynor (BEG) - new banking facilities

Small Cap Report (23 Apr) - VLK, NFC, ECK, RGO, ODX

Please click here for today's report.

Companies mentioned are:

Vislink (VLK) - IMS
Next Fifteen Communications (NFC) - interim results
Eckoh (ECK) - positive trading update
2 Ergo (RGO) - down 18% ahead of another fund-raising
Omega Diagnostics (ODX) - US Patent grant

Small Cap Report (22 Apr) - CRE, RGO, ZZZ, ABM

Please click here as usual, to read today's small cap report.

Companies mentioned are:

Creston (CRE)  - confusing trading statement.
2Ergo (RGO) - contract wins & another fund-raising.
Snoozebox (ZZZ) - Profits warning for 2012 due to revenue recognition problem.
Utilitywise (UTW) - shares tipped in IC & FT.
Albemarle & Bond (ABM) - shares plunge after profits warning late on Friday.

Thank You email from Sussex Beacon

Hi,

Just a quick note to say that I received a very kind email yesterday from the Sussex Beacon to say thank you for the fund-raising associated with my Half Marathon run two months ago in Brighton.

Seeing as it was readers of this Blog who contributed almost all the money donated, I thought it only fair to pass on the thanks of Sussex Beacon to you guys.

I have friends living with HIV, so this is a cause that is close to my heart, and one of the reasons I wanted to do this run was to show some love towards people I know living with HIV. Most are doing fine these days, thanks to modern medicine, thank goodness. Let's hope it will be wiped out in due course.

We also raised about £1,500 for Macmillan Cancer Care too, an amazing charity, on top of the Sussex Beacon monies too, so it was a great result.

I have just started training for the October London Parks Half Marathon, where I will be fund-raising for Scope this time. But I won't start nagging you for sponsorship just yet!

Regards & A Huge Thank You from me too to everyone who contributed! :-)

Paul.

Julie Rawcliffe <julie.rawcliffe@sussexbeacon.org.uk>	18 Apr (2 days ago)
to me

Dear Paul,

I write on behalf of the Sussex Beacon to congratulate you on completing the Brighton Half Marathon on 17^th February 2013, and to express our sincere appreciation to you for going that extra mile and donating your sponsorship money of an amazing £1,037.00 to the Sussex Beacon, £250.00 via a payment from the Charities Aid Foundation and £787.00 via payments from Justgiving. We very much appreciate your support and we hope that you had a fabulous day.  Please accept this email as your formal receipt.

The Sussex Beacon first opened in November 1992, since then we have been at the forefront of HIV service delivery, working closely with NHS service providers to offer a range of innovative and evidence-based services. The need for specialist HIV care is as great today as when we opened our doors 20 years ago, for many people our services are a lifeline. We aim to improve the health of men and women living with HIV, supporting them to manage their heath and return to independent living. Our end of life care enables people to die with dignity in a comfortable non-judgemental environment.  

The Sussex Beacon needs to generate about 50% of its income through fundraising every year.  Increasing pressure on statutory funding along with rising costs mean that we need to work harder and harder to survive. Our trust fundraising successes have enabled us to develop our Outpatient Services, which has been a great achievement!  However our Inpatient Unit is under threat and in August 2011 we launched our Beacon Appeal to raise the £150k needed to keep our Inpatient Unit open.  We are so grateful for your support which is so important. It is only through the generosity of our community, friends and supporters that we are able to continue to provide our unique and essential services.

Dates have been announced for the hugely popular Brighton & Hove Open Gardens in aid of The Sussex Beacon which will take place on Saturday 29 – Sunday 30 June 2013 from 11am – 5pm each day. More than 70 private gardens and community spaces have already signed up from small city courtyards to expansive open spaces in Hove, Montpelier, Fiveways and Roundhill, Preston Park and Surrenden, Stanmer, East of Brighton, Rottingdean and Newhaven. Many of the gardeners will be providing teas, scrummy cakes and light lunches and even a glass of Pimms! – details of these are being listed on the new website at www.sussexbeacon.org.uk/opengardens for 2013.

Buy your tickets through the website in April and receive a 20% early bird discount using the CODE SB2357

Thank you again, for your support, it is very much appreciated.

With best wishes

Yours sincerely,

Julie Rawcliffe
Donor & Fundraising Administrator
The Sussex Beacon, Bevendean Road, Brighton, East Sussex. BN2 4DE
Tel: 01273 694222 ext. 247

Fax: 01273 682740
E.Mail: julie.rawcliffe@sussexbeacon.org.uk
Website: www.sussexbeacon.org.uk

Small Cap Report (19 Apr) - GAW, RGS, DTG, DODS, FLYB

Please click here to read my usual small cap report on Stockopedia.

Companies mentioned today are:

Games Workshop (GAW) - "broadly in line" H2 trading update.
Regenersis (RGS) - small acquisition in S.Africa
Dart Group (DTG) - positive trading update
Dods Group (DODS) - trading update
Flybe (FLYB) - negative trading update.

Small Cap Report (Thu 18 Apr)

Please click here for today's report on Stockopedia.

Companies mentioned today are;

Inland Homes (INL) - promising news on Govt funding initiative
Lavendon (LVD) - M.East offsets Europe weakness.
Share (SHRE) - trading update
Filtronic (FTC) - positive trading statement
GB Group (GBG) - positive trading statement
Telford Homes (TEF) - positive trading statement

Investor meetings:
Portmeirion (PMP)
Corac (CRA)
Porvair (PRV)
Stadium (SDM)

Small Cap Report (16 Apr) - WGB, UTW, PGB

Please click here for my usual small caps report on Stockopedia.

Companies mentioned include:

Walker Greenbank (WGB) - solid results.
Utilitywise (UTW) - strong interims.
Pilat Media (PGB) - looks cheap to me.

Small Cap Report (15 Apr) - NWKI, PBTY

Please click here to read today's Small Cap Report from me, on Stockopedia.

Companies mentioned are:

Networkers (NWKI) - results look OK, shares look good value.

Probability (PBTY) - reached breakeven.

Small cap report (12 Apr) - SID, PLA

Please click here for today's usual report on Stockopedia.

A quiet day today, companies mentioned are;

Silverdell (SID) - in line trading statement
Plastics Capital (PLA) - re-rating happening

Small Cap Report (11 Apr) - NXR, XAR, SRT, PLA, VLX

Please click here for today's usual small cap report on Stockopedia.

Companies mentioned are:

Norcros (NXR) - in line trading statement.
Xaar (XAR) - strong Q1 trading update.
Software Radio Technology (SRT) - small M.Eastern order announced.
Plastics Capital (PLA) - broadly in line trading update.
Volex (VLX) - in line trading update, and restructuring.

Small Cap Report (10 Apr) - DEMG, PRZ, IDH, VER

Please click here to read today's small cap report on Stockopedia.

Deltex Medical (DEMG) - very interesting announcement.
Prezzo (PRZ) - impressive results.
Immunodiagnostic Systems Holdings (IDH) - looks interesting.
Vernalis (VER) - looks interesting.

Small Cap Report (9 Apr) - LOQ, GTC, DRV, NPT, NRR

Please click here for today's usual report on Stockopedia.

Companies covered are:

LoQ (LOQ) - contract win in Turkey.
Getech (GTC) - good interim results.
Driver (DRV) - positive trading update.
NetPlay TV (NPT) - positive Q1 trading update.
Nationwide Accident Repair Servs (NARS) - results under new pension disclosure rules.
New River Retail (NRR) - property portfolio update.

Small Cap Report (8 Apr) - IND, GBO, VLK, MEC, SNCL, FDL, GHH, ECK, SSY

Please click here for today's small cap report from me, on Stockopedia.

Companies mentioned are:

IndigoVision (IND) - former >3% holder now buying back.
Globo (GBO) - good results, but where's the cashflow?
Vislink (VLK) - mentioned in FT.
Tesco (TSCO) - exiting the USA.
Mecom (MEC) - pretty grim profits warning.
William Sinclair Holdings (SNCL) - bad weather affects demand.
Findel (FDL) - in line trading statement.
Gooch & Housego (GHH) - in line trading statement.
Eckoh (ECK) - partnership agreement.
Scisys (SSY) - £1m contract with BBC.

Small Cap Rport (5 Apr) - GDP, SRT, IGP, PLA

Please click here for my usual daily report on Stockopedia.

Companies mentioned are:

Goldplat (GDP) - Fidelity buy 10% stake from Artemis, and unusual 12 month lock-in agreed by Artemis, so removes overhang worries.

Software Radio Tech (SRT) - positive trading update.

Intercede (IGP) - in line with expectations trading update.

Plastics Capital (PLA) - shares rising strongly.

Small Cap Report (4 April) - CAP, UNG, PDC

Please click here to read today's small cap report on Stockopedia.

Companies mentioned are:

Clean Air Power (CAP) - 2012 results, strong growth & potential.
Universe Group (UNG) - good 2012 results but probably fully priced for now.
Printing.com (PDC) - mixed & somewhat vague trading statement.

I also flag the end of the tax year end tomorrow.

Small Cap Report (3 Apr) - BDI, THT, INL

Please click here for my report on Stockopedia.
Companies covered are:

Bond International Software (BDI ) - good results
Throntons (THT) - Easter trading update
Inland Homes (INL) - Land update

Small Cap Report (2 April) - NXR, LOQ, RNWH, DGB, IND, C21

Please click here for my usual morning report on Stockopedia.

Companies mentioned today are;

Norcros (NXR) - good acquisition announced
Lo-Q (LOQ) - AGM statement
Renew Holdings (RNWH) - in line trading update
Digital Barriers (DGB) - bargepole time! Heavy losses, big market cap
(aside mentioning IndigoVision (IND))
21st Century (C21)

Small Cap Report (28 Mar) - HRN, RGS, LOQ, EPO, ALY, FCRM, TET

Please click here to read today's small cap report from me on Stockopedia.
Companies mentioned today are:

Hornby (HRN) - in line with expectations trading statement.
Regenersis (RGS) - £6.9m (small relative to mkt cap) Placing at 209p.
Lo-Q (LOQ) - contract extension
Earthport (EPO) - lousy results, as always.
Laura Ashley Holdings (ALY) - good results, but looks fully priced.
Fulcrum Utility Services (FCRM) - profits warning.
Treatt (TET) - confident trading statement.

Small Cap Report (27 Mar) - MAYG, INS, WHI, POS

Please click here to read today's small cap report on Stockopedia.
Companies mentioned are:

May Gurney (MAYG) - 30% gain today on merger with Costain. 66% total gain for my blog readers in 6 months since article written here flagged the value at 138p a share!

Instem (INS) - results not great, but major recent contract wins mean outlook could be exciting.

WH Ireland (WHI) - my main broker - improved results reach breakeven. Outlook should be better as bull market builds.

Plexus Holdings (POS) - eye-watering market cap.

Small Cap Report (26 Mar) - KBC, TRCS, DLC, DPP

Please click here to read the usual small cap report for today on Stockopedia. Aside from some more ramblings on Cyprus/Eurozone, shares mentioned today  are:

KBC Advanced Technologies (KBC) - strangely negative market reaction to results which are ahead of forecast.

Tracsis (TRCS) - announce agreed takeover deal for SKHG

Delcam - sparkling results, toppy valuation? (at 1500p)

DP Poland (DPP) - lousy results, but bullish outlook?

Small Cap Report (25 Mar) - Cyprus, CUP, VLK, SAL, FRP

Please click here to read my usual morning report on Stockopedia.
I comment on the Cyprus bail-out & bank accounts raid, and on the following companies:

Cupid (CUP) - stronger rebuttal issued by the company has triggered a 70% move up
Vislink (VLK) - good results, but order book down. I bought some shares today at 30.5p
Spaceandpeople (SAL) - very good results, looks like a good GARP share to me at 96p
Fairpoint (FRP) - positive reaction from me to conference call last week.

Small Cap Report (22 Mar) - MOSB, JDG

Please click here to read today's report from me on Stockopedia, which looks at results from Moss Bros (MOSB) and Judges Scientific (JDG)

Small Cap Report (21 Mar) - The Budget, XPS, BMY, PMP, ESCH, DOTD, DEMG

Please click here to read my usual daily small cap report on Stockopedia.
I mention the Budget, and last night's excellent ShareSoc "Technology Company Seminar" held at FinnCap's offices in London.

Companies mentioned today include:

Expansys (XPS) profit warning
Bloomsbury Publishing (BMY) - in line trading statement
Portmerion (PMP) - good results at reasonable valuation
Escher (ESCH), dotDigital (DOTD), and Deltex Medical (DEMG) - who all presented at last night's ShareSoc event.

Small Cap Report (20 Mar) - INL, TFW, OPTS, JPR

Please click here to read today's report on Stockopedia.
Companies mentioned include:

Inland Homes (INL)
F W Thorpe (TFW)
Optos (OPTS)
Johnston Press (JPR)

Small Cap Report (19 Mar) - MGR, HYD, XAR, PEN, NXR

Please click here to read today's small cap report on Stockopedia. The following companies are mentioned today:

Hydro International (HYD)
dotDigital (DOTD)
Xaar (XAR)
Pennant International (PEN)
Norcros (NXR)
T Clarke (CTO)

Small Cap Report (18 Mar) - Cyprus bail-out, SAA, TRK, NGR, TNI, PEN

Please click here to read today's report from me, on Stockopedia as usual, which covers the Cyprus Eurozone bail-out, and the following companies;

M & C Saatchi (SAA)
Torotrak (TRK)
Trinity Mirror (TNI)
Pennant International (PEN)

Small Cap Report (14 Mar) - TNI, HOME, OCDO, RGS, IND

Please click here to read my usual daily small caps report on Stockopedia. It's free to read, and interactive, so comments are welcomed.

Companies mentioned today are:

Trinity Mirror (TNI)
Home Retail Group (HOME)
Ocado (OCDO)
Regenersis (RGS)
IndigoVision (IND)

Small Cap Report (13 Mar) - FCCN, CLL

Please click here (I've made sure the link is correct today, apologies for yesterday's link being broken) to read today's small cap report on Stockopedia. It's a more in-depth look today at two companies, being results from;

French Connection (FCCN)
Cello (CLL)

(just noticed that Google Ads has put a French Connection ad on my blog today too, how appropriate!)

Small Cap Report (12 Mar) - SDM, KBT, SIV, FCCN, KBC

Please click here to read today's small cap report on Stockopedia.
Companies mentioned today are:

Stadium (SDM)
K3 Business Technology (KBT)
St Ives (SIV)
French Connection (FCCN)

Small Cap Report (11 Mar) - HYDG, PUR, BRY, ESCH

Please click here to read my usual morning report on Stockopedia.
Companies mentioned today are:

Hydrogen (HYDG)
Pure Wafer (PUR)
Brady (BRY)
Escher Group (ESCH)

P.S. My reports on Stockopedia should be fine to read on smartphones & tablets now, as they have fixed the problem where an advert blocked out most of my report.

Small Cap Report (8 Mar) - IND, AGA, CUP, SCO, ATY

Please click here to read today's small cap report report on Stockopedia.
Companies mentioned include:

IndigoVision (IND)
Aga Rangemaster (AGA)
Cupid (CUP)
Scotty (SCO)
Athelney Trust (ATY)

Small Cap Report (6 Mar) - TRCS, LCG, BDI, VNET, TRB, AMO, SPGS, AMS

Please click here to read my latest small caps report on Stockopedia.
Companies mentioned are:

Tracsis - correction (TRCS)
London Capital Group (LCG)
Bond International (BDI)
Vianet (VNET)
Tribal (TRB)
Amino (AMO)
Superglass (SPGS)
Advanced Medical Solutions (AMS)

Small Cap Report (5 Mar) - CUP, FOUR, BREE, MACF, JSG, ISG, ZTF

Please click here to read today's morning report on Stockopedia.
Companies mentioned today are;

Cupid (CUP)
4Imprint (FOUR)
Breedon Aggregates (BREE)
Macfarlane (MACF)
Johnson Service (JSG)
Interior Services (ISG)
Severfield-Rowen (SFR)
Zotefoams (ZTF)

Small Cap Report (4 Mar) - TRCS, CAP, GDP, BEG, TNG, SAG, TSTL, DEB

Please click here to read my usual morning report on Stockopedia (free).

Companies mentioned today are;
Tracsis (TRCS)
Clean Air Power (CAP)
Goldplat (GDP)
Begbies Traynor (BEG)
Tangent Communications (TNG)
Sagentia (SAG)
Tristel (TSTL)
Debenhams (DEB)

Small Cap Report (28 Feb) - BEG, ZYT, IPEL, SFR, INS, HAYT, FIF

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Today's report covered the following companies:

Begbies Traynor (BEG)
Zytronic (ZYT)
Impellam (IPL)
Severfield-Rowen (SFR)
Instem (INS)
Hayward Tyler (HAYT)
Finsbury Food (FIF)

Day off (27 Feb) - sorry no report today

Paul's having a day off today. Back tomorrow.

Small Cap Report (26 Feb) - CAP, VNET, GOAL, DOTD, TNO

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Today's report covered the following companies:

Clean Air Power (CAP)
Vianet (VNET)
Goals Soccer Centres (GOAL)
dotDigital (DOTD)
RSM Tenon (TNO)

Small Cap Report (25th Feb) - STAF, CUP, THT, MCGN, FBT, PSN, BVS

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Today's report covered the following companies:

Staffline (STAF)
Cupid (CUP)
Thorntons (THT)
Microgen (MCGN)
Forbidden Technologies (FBT)
Persimmon (PSN)
Bovis Homes (BVS)

(apologies for the earlier copy/paste error, which suggested these companies had all issued profit warnings!!! Of course they hadn't)

Small Cap Report (22 Feb) - VNET

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Today's report was dominated by the profits warning from:

Vianet Group (VNET)

Small Cap Report (21 Feb) - ANCR, RM.

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Companies covered today are:

Animalcare (ANCR)

RM (RM.)

Small Cap Report (20 Feb) - STVG, TAN, NET, PDC, CSG, CAU

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Companies covered today are:

STV Group (STVG)

Tanfield (TAN)

Netcall (NET)

Printing.com (PDC)

Sweett (CSG)

Centaur Media (CAU)

Small Cap Report (19 Feb) - SUN, SFR, PDG, VLX, SNX

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Companies covered today are:

Surgical Innovations (SUN)

Severfield-Rowen (SFR)

Pendragon (PDG)

Volex (VLX)

Synectics (SNX)

Small Cap Report (18 Feb) - PYM, LOK

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Companies covered today are:

Phytopharm (PYM)

Lok'n Store (LOK)

Very little relevant company results today, so I covered some helpful pointers on how to use Stockopedia's revamped bulletin boards.

Small Cap Report (15 Feb) - TRK, NXR, SNX, ISL, SAND, DQE, MBE, FFA

Please click here to go directly to my report today on Stockopedia (free, and no registration required). Companies covered today are:

Torotrak (TRK)

Norcros (NXR)

Synectics (SNX)

IS Solutions (ISL)

Sandvine (SAND)

DQ Entertainment (DQE)

MWB Business Exchange (MBE)

Ffastfill (FFA)