Friday, May 17, 2013

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.

Thursday, May 16, 2013

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.

Wednesday, May 15, 2013

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.

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Tuesday, May 14, 2013

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.

Monday, May 13, 2013

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.

Sunday, May 12, 2013

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.