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.
Experienced UK small caps investor & independent analyst, Paul Scott (aka. "Paulypilot"), casts his eye over results RNSs and market movers each day. All opinions expressed are personal, believed to be true, and do NOT constitute financial advice. Please do your own research ("DYOR")
Friday, May 17, 2013
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.
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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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)
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.
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.
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.
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.
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