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.
Thursday, March 28, 2013
Wednesday, March 27, 2013
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.
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.
Tuesday, March 26, 2013
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?
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?
Monday, March 25, 2013
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.
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.
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