tag:blogger.com,1999:blog-64438620316628257892024-03-05T19:34:11.162+00:00Paul Scott's UK Small CapsExperienced 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")Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comBlogger242125tag:blogger.com,1999:blog-6443862031662825789.post-49132924787901158572013-07-06T11:55:00.000+01:002013-07-06T11:56:53.817+01:00My Blog now appears only on Stockopedia<span style="font-family: Verdana, sans-serif;">You can still read my Blog every weekday, but it now only appears on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Stockopedia also send an automatic email every weekday at 11 a.m. with my morning reports - <b><a href="http://stockopedia.us4.list-manage.com/subscribe?u=bd62eb752b5b6a832968161ea&id=dad84e4e73" target="_blank">click here</a></b> for the sign-up link (just needs email address, nothing else).</span><br />
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<span style="font-family: Verdana, sans-serif;"><a href="https://docs.google.com/spreadsheet/ccc?key=0ArtIS09lDf0gdFNCclp2QmVTVEJ5Y19uTEhsc3NaNlE#gid=0">Paul's Value Picks</a> - where I note in passing companies that look potentially interesting for further research.</span><br />
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<span style="font-family: Verdana, sans-serif;"><a href="http://paulypilot.blogspot.co.uk/p/current-holdings.html">Current Holdings</a> - this lists the shares I currently hold, for general information only - NB these are absolutely NOT recommendations, nor financial advice.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.com78tag:blogger.com,1999:blog-6443862031662825789.post-13459176879403845382013-06-19T12:50:00.004+01:002013-06-19T12:50:45.115+01:00Small Cap Value Report (19 Jun) - NRR, DEMG, WYN, IPEL, PDX, PEN<span style="font-family: Verdana, sans-serif;"><b><a href="http://stockopedia.us4.list-manage.com/subscribe?u=bd62eb752b5b6a832968161ea&id=dad84e4e73">Please click here</a> </b>to join my new email list on Stockopedia, which automatically sends out a link to my daily report at 11 am on weekdays.</span><br />
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<span style="font-family: Verdana, sans-serif;">If you wish, please bookmark <b><a href="http://www.stockopedia.co.uk/columns/paul-scotts-uk-small-cap-value-report-1/">my landing page on Stockopedia</a></b>, which has the latest & all archive articles, which are searchable by ticker.</span><br />
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<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-value-report-19-jun-nrr-demg-wyn-ipel-pdx-pen-74375/">Here is today's report </a></b>on Stockopedia.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-55135661192115234952013-06-18T11:29:00.003+01:002013-06-18T11:29:54.902+01:00Small Cap Value Report (18 Jun) - SSP, AND, SDL<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-value-report-18-jun-ssp-and-sdl-74350/">Please click here</a></b> for today's report on Stockopedia:</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned include:</span><br />
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<span style="font-family: Verdana, sans-serif;">Solid State (SSP) - results</span><br />
<span style="font-family: Verdana, sans-serif;">Andor Tech (AND) - profits warning.</span><br />
<span style="font-family: Verdana, sans-serif;">SDL (SDL) - profits warning.</span><br />
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<br />
<span style="background-color: yellow; font-family: Verdana, sans-serif;">NB> for a quicker & better service, <b><a href="http://stockopedia.us4.list-manage.com/subscribe?u=bd62eb752b5b6a832968161ea&id=dad84e4e73">please sign up for my new email list</a></b> on Stockopedia, which goes out automatically at 11 am.</span><br />
<span style="font-family: Verdana, sans-serif;">There is no registration required, just your email address.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-11427663598863749612013-06-17T11:18:00.002+01:002013-06-17T11:18:25.064+01:00Small Cap Value Report (17 Jun) - OPM, IDH, SRT, KCO<span style="font-family: Verdana, sans-serif;"><span style="background-color: yellow;">NB. At some point soon I will be winding down this email list, so <b><a href="http://stockopedia.us4.list-manage.com/subscribe?u=bd62eb752b5b6a832968161ea&id=dad84e4e73">to continue receiving my reports, please click here to join my new email list on Stockopedia</a></b> </span></span><br />
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<span style="font-family: Verdana, sans-serif;">- which is better, as it goes out automatically, and earlier (at 11 am every weekday).</span><br />
<span style="font-family: Verdana, sans-serif;">It's </span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span><span style="font-family: Verdana, sans-serif;"><a href="http://www.stockopedia.co.uk/content/small-cap-report-31-may-hvn-vnet-dqe-rgo-mrm-73754/"><b>Please click here</b></a> to read today's Small Cap Value Report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned today are:</span><br />
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<span style="font-family: Verdana, sans-serif;">1PM (OPM) - Placing & trading update.</span><br />
<span style="font-family: Verdana, sans-serif;">Immunodiagnostic Systems Holdings (IDH) - results.</span><br />
<span style="font-family: Verdana, sans-serif;">Software Radio Tech (SRT) - AGM & Open Day.</span><br />
<span style="font-family: Verdana, sans-serif;">Keycom (KCO) - interim results.</span><br />
<span style="font-family: Verdana, sans-serif;">2Ergo (RGO) - Placing at 1p.</span><br />
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<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-7893988830756212202013-06-12T10:38:00.002+01:002013-06-12T10:38:47.371+01:00Small Cap Value Report (12 Jun) - CRE, AMO, VNET, HYC, CGS<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-value-report-12-jun-cre-amo-vnet-hyc-cgs-74133/">Please click here</a></b> to read today's small cap report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Creston (CRE) - results</span><br />
<span style="font-family: Verdana, sans-serif;">Amino Tech (AMO) - contract announcement</span><br />
<span style="font-family: Verdana, sans-serif;">Vianet (VNET) - more thoughts on yesterday's results</span><br />
<span style="font-family: Verdana, sans-serif;">Hyder Consulting (HYC) - results</span><br />
<span style="font-family: Verdana, sans-serif;">Castings (CGS) - results</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-77594947907930814842013-06-11T12:02:00.003+01:002013-06-11T12:02:53.739+01:00Small Cap Value Report (11 Jun) - VNET, QPP, ECK, REDT, PRES<span style="font-family: Verdana, sans-serif;"><a href="http://www.stockopedia.co.uk/content/small-cap-value-report-11-jun-vnet-qpp-eck-redt-pres-74067/"><b>Please click here</b></a> as usual for today's report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Vianet (VNET) - results</span><br />
<span style="font-family: Verdana, sans-serif;">Eckoh (ECK) - results</span><br />
<span style="font-family: Verdana, sans-serif;">Red24 (REDT) - results</span><br />
<span style="font-family: Verdana, sans-serif;">Pressure Technologies (PRES) - interim results</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-47462467030216790412013-06-10T10:29:00.004+01:002013-06-10T10:29:58.670+01:00Small Cap Value Report (10 Jun) - PDC, LTC, RWS, XAR, SNCL, FKL, PGB, VLX<span style="font-family: Verdana, sans-serif;"><a href="http://www.stockopedia.co.uk/content/small-cap-value-report-10-jun-pdc-ltc-rws-xar-sncl-fkl-pgb-vlx-74020/"><b>Please click here</b></a> for today's small cap value report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Printing.com results</span><br />
<span style="font-family: Verdana, sans-serif;">Latchways results</span><br />
<span style="font-family: Verdana, sans-serif;">RWS interims</span><br />
<span style="font-family: Verdana, sans-serif;">Xaar trading update</span><br />
<span style="font-family: Verdana, sans-serif;">William Sinclair Holdings results</span><br />
<span style="font-family: Verdana, sans-serif;">Falkland Island Holdings results</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-31441482294890356772013-06-03T10:40:00.003+01:002013-06-03T10:40:43.838+01:00Small Cap Value Report (3 Jun) - GBG, FRP, IGE, ALLG, DEMG<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-value-report-3-jun-gbg-frp-ige-allg-demg-73811/">Please click here </a></b>to read today's report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">GB Group (GBG) - annual results.</span><br />
<span style="font-family: Verdana, sans-serif;">Fairpoint (FRP) - trading update.</span><br />
<span style="font-family: Verdana, sans-serif;">Image Scan Holdings (IGE) - contract win.</span><br />
<span style="font-family: Verdana, sans-serif;">All Leisure (ALLG) - breakdown of ship.</span><br />
<span style="font-family: Verdana, sans-serif;">Trinity Mirror (TNI) - watch out re hacking.</span><br />
<span style="font-family: Verdana, sans-serif;">Deltex Medical (DEMG) - overhang cleared perhaps?</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-23146705880913621342013-05-31T11:40:00.002+01:002013-05-31T11:40:30.801+01:00Small Cap Report (31 May) - HVN, VNET, DQE, RGO, MRM<span style="background-color: yellow; font-family: Verdana, sans-serif;">Good news! Stockopedia have now set up a direct email list for my daily reports which will be issued earlier, at 11am every weekday.</span><br />
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<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">In the meantime, </span><b style="font-family: Verdana, sans-serif;"><a href="http://www.stockopedia.co.uk/content/small-cap-report-31-may-hvn-vnet-dqe-rgo-mrm-73754/">Please click here</a></b><span style="font-family: Verdana, sans-serif;"> to read today's report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Harvey Nash (HVN) - in line trading statement.</span><br />
<span style="font-family: Verdana, sans-serif;">Vianet (VNET) - new Non Exec appointed.</span><br />
<span style="font-family: Verdana, sans-serif;">DQ Entertainment (DQE) - Results show debtors has ballooned even more.</span><br />
<span style="font-family: Verdana, sans-serif;">2Ergo (RGO) - More losses, and fund-raising still underway.</span><br />
<span style="font-family: Verdana, sans-serif;">Metrodome (MRM) - the latest company to announce it will De-List.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-32351999072794580472013-05-30T11:04:00.003+01:002013-05-30T11:04:53.848+01:00Small cap report (30 May) - ZZZ, PGB, DEMG, CUP, RSOX, NBI, OMG, CAU, VLX<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-30-may-zzz-pgb-demg-cup-rsox-nbi-omg-cau-vlx-73714/">Please click here</a></b> to read today's small cap report.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies covered are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Snoozebox (ZZZ) - successful Placing.</span><br />
<span style="font-family: Verdana, sans-serif;">Pilat Media Global (PGB) - Q1 results.</span><br />
<span style="font-family: Verdana, sans-serif;">Cupid (CUP) - profits warning.</span><br />
<span style="font-family: Verdana, sans-serif;">Deltex Medical (DEMG) - positive news from France.</span><br />
<span style="font-family: Verdana, sans-serif;">Resaca Exploitation Inc (RSOX) - de-Listing announced.</span><br />
<span style="font-family: Verdana, sans-serif;">Northbridge Industrial Services (NBI) - in line trading statement.</span><br />
<span style="font-family: Verdana, sans-serif;">OMG (OMG) - poor interim results & mild profits warning.</span><br />
<span style="font-family: Verdana, sans-serif;">Centaur Media (CAU) - I've sold.</span><br />
<span style="font-family: Verdana, sans-serif;">Volex (VLX) - I've bought.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-72731586547175591502013-05-29T13:20:00.000+01:002013-05-29T13:20:05.821+01:00Small Cap Report (29 May) - MBH, QPP, TRK, NBL, IDOX, DGB<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-29-may-mbh-qpp-trk-nbl-idox-dgb-73650/">Please click here </a></b>to read today's small cap report.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies covered:</span><br />
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<span style="font-family: Verdana, sans-serif;">Michelmersh Brick Holdings (MBH) - land sale.</span><br />
<span style="font-family: Verdana, sans-serif;">Quindell Portfolio (QPP) - 3-year deal with Honda.</span><br />
<span style="font-family: Verdana, sans-serif;">Torotrak (TRK) - preliminary results.</span><br />
<span style="font-family: Verdana, sans-serif;">Noble Investments (NBL) - interim results.</span><br />
<span style="font-family: Verdana, sans-serif;">Idox (IDOX) - profits warning.</span><br />
<span style="font-family: Verdana, sans-serif;">Digital Barriers (DGB) - dreadful results.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-14497639057417302332013-05-28T14:17:00.000+01:002013-05-28T14:17:08.338+01:00Small Cap Report (28 May) - TET, C21, RNO, VLX<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-28-may-tet-c21-rno-vlx-73614/">Please click here</a></b> to read today's small cap report.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Treatt (TET) - positive trading update.</span><br />
<span style="font-family: Verdana, sans-serif;">21st Century Tech (C21) - warns on revenues.</span><br />
<span style="font-family: Verdana, sans-serif;">Renold (RNO) - prelim results, turnaround possible?</span><br />
<span style="font-family: Verdana, sans-serif;">Volex (VLX) - prelim results, more convincing turnaround than Molins.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-70134827988068820102013-05-23T09:30:00.000+01:002013-05-23T09:30:08.670+01:00Small Cap Report (23 May) - HFD, KBC, SSY, QED, HYD<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-23-may-hfd-kbc-ssy-qed-hyd-73507/">Please click here</a></b> for today's small cap report.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Halfords (HFD) - dividend cut.</span><br />
<span style="font-family: Verdana, sans-serif;">KBC Adv Tech (KBC) - AGM statement sounds positive.</span><br />
<span style="font-family: Verdana, sans-serif;">Scisys (SSY_ - positive AGM statement.</span><br />
<span style="font-family: Verdana, sans-serif;">Quintain Estates (QED) - NAV drops again.</span><br />
<span style="font-family: Verdana, sans-serif;">Hydro Intl (HYD) - mildly negative AGM statement.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-10070807868452519632013-05-22T11:28:00.000+01:002013-05-22T11:28:13.946+01:00Small Cap Report (22 May) - ZYT, PGB, INL, CHH, PMP, SID, APH<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-22-may-zyt-pgb-inl-chh-pmp-sid-aph-73472/">Please click here</a></b> for today's report.</span><div>
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span></div>
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<span style="font-family: Verdana, sans-serif;">Pilat Media Group (PGB) - significant contract win.</span></div>
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<span style="font-family: Verdana, sans-serif;">Inland Homes (INL) - positive-sounding trading update.</span></div>
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<span style="font-family: Verdana, sans-serif;">Quindell Portfolio (QPP) - contract win.</span></div>
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<span style="font-family: Verdana, sans-serif;">Churchill China (CHH) - in line trading update.</span></div>
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<span style="font-family: Verdana, sans-serif;">Portmeirion (PMP) - my preferred stock in the china industry.</span></div>
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<span style="font-family: Verdana, sans-serif;">Silverdell (SID) - new Non-Exec appointed.</span></div>
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<span style="font-family: Verdana, sans-serif;">Begbies Traynor (BEG) - I've sold out.</span></div>
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<span style="font-family: Verdana, sans-serif;">Alliance Pharma (APH) - sales update.</span></div>
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Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-45825104051266590302013-05-21T11:19:00.005+01:002013-05-21T11:19:53.593+01:00Small Cap Report (21 May) - ZYT, BMY, DRV, ECV, RNWH<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-21-may-zyt-bmy-drv-ecv-rnwh-73450/">Please click here</a></b> for today's report.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Zytronic (ZYT) - Poor Interims, as expected.</span><br />
<span style="font-family: Verdana, sans-serif;">Bloomsbury Publishing (BMY) - Good results & attractive valuation & divi.</span><br />
<span style="font-family: Verdana, sans-serif;">Driver (DRV) - Interims potentially interesting.</span><br />
<span style="font-family: Verdana, sans-serif;">Eco City Vehicles (ECV) - scraped into profit.</span><br />
<span style="font-family: Verdana, sans-serif;">Renew Holdings - interims.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-9622517013562413922013-05-20T11:10:00.004+01:002013-05-20T11:10:38.705+01:00Small Cap Report (20 May) - NRR, ZZZ, TNG, ZYT<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-20-may-nrr-zzz-tng-zyt-73413/">Please click here</a></b> to read today's small cap report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Newriver Retail (NRR) - planning consent approved for Birmingham site.</span><br />
<span style="font-family: Verdana, sans-serif;">Snoozebox (ZZZ) - Founding Director leaves.</span><br />
<span style="font-family: Verdana, sans-serif;">Tangent Communications (TNG) - Results. Looks potentially interesting.</span><br />
<span style="font-family: Verdana, sans-serif;">Zytronic - Results & conference call tomorrow.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-56306365465458042262013-05-17T15:47:00.001+01:002013-05-17T15:47:42.446+01:00Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-17-may-zzz-sprp-kenz-ocdo-hnt-puri-trb-pvcs-capd-73359/">Please click here</a></b> to read today's small cap report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Snoozebox (ZZZ) - update says needs more capital.</span><br />
<span style="font-family: Verdana, sans-serif;">Sprue Aegis (SPRP) - Firm rejection of 90p takeover bid.</span><br />
<span style="font-family: Verdana, sans-serif;">Kentz (KENZ) - Positive AGM statement.</span><br />
<span style="font-family: Verdana, sans-serif;">Ocado (OCDO) - Big price rise on Morrisons deal.</span><br />
<span style="font-family: Verdana, sans-serif;">Huntsworth (HNT) - IMS says trading in line.</span><br />
<span style="font-family: Verdana, sans-serif;">PuriCore (PURI) - Unimpressive IMS.</span><br />
<span style="font-family: Verdana, sans-serif;">PV Crystalox Solar (PVCS) - To return 7.25p cash. IMS.</span><br />
<span style="font-family: Verdana, sans-serif;">Capital Drilling (CAPD) - IMS.</span><br />
<span style="font-family: Verdana, sans-serif;">Silanis International (SNS) - Announces de-Listing.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-640059919656075822013-05-16T14:55:00.000+01:002013-05-16T14:55:02.526+01:00Small Cap Report (16 May) - TNI, ZZZ, CAU, OPTS, WIL<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-16-may-tni-zzz-cau-opts-wil-73326/">Please click here</a></b> for today's report.</span><br />
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<span style="font-family: Verdana, sans-serif;">Covering:</span><br />
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<span style="font-family: Verdana, sans-serif;">Trinity Mirror (TNI) - IMS seems positive overall, but watch out re hacking.</span><br />
<span style="font-family: Verdana, sans-serif;">Snoozebox (ZZZ) - bouncing off lows.</span><br />
<span style="font-family: Verdana, sans-serif;">Centaur Media (CAU) - I've bought a few after profits warning.</span><br />
<span style="font-family: Verdana, sans-serif;">Zytronic (ZYT) - also bouncing off lows.</span><br />
<span style="font-family: Verdana, sans-serif;">Optos (OPTS) - poor interims.</span><br />
<span style="font-family: Verdana, sans-serif;">Wilmington (WIL) - in line IMS.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-58551215407063838742013-05-15T11:24:00.000+01:002013-05-15T11:24:08.373+01:00Small Cap Report (15 May) - FCCN, QPP, CAU, LONR, ALU, SAG<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-15-may-fccn-qpp-cau-lonr-alu-sag-73303/">Please click here</a></b> for today's small cap report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned today are:</span><br />
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<span style="font-family: Verdana, sans-serif;">French Connection (FCCN) - IMS - trading stabilising & net cash up.</span><br />
<span style="font-family: Verdana, sans-serif;">Quindell Portfolio (QPP) - Director buying reported, as previously flagged.</span><br />
<span style="font-family: Verdana, sans-serif;">Centaur Media (CAU) - profits warning.</span><br />
<span style="font-family: Verdana, sans-serif;">Lonrho (LONR) - agreed cash offer at 10.25p.</span><br />
<span style="font-family: Verdana, sans-serif;">Northamber (NAR) - IMS.</span><br />
<span style="font-family: Verdana, sans-serif;">Alumasc (ALU) - in line IMS.</span><br />
<span style="font-family: Verdana, sans-serif;">Sagentia (SAG) - positive trading update.</span><br />
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<span style="font-family: Verdana, sans-serif;">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)</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-63583981504158679192013-05-14T11:44:00.003+01:002013-05-14T11:44:49.479+01:00Small Cap Report (14 May) - ZYT, MOS, CLL, NGR, LRM<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-14-may-zyt-mos-cll-ngr-lrm-73281/">Please click here</a></b> to read today's small cap report on Stockopedia.</span><br />
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<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
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<span style="font-family: Verdana, sans-serif;">Zytronic (ZYT) - more comments from me, post profits warning.</span><br />
<span style="font-family: Verdana, sans-serif;">Mobile Streams (MOS) - positive-sounding trading update.</span><br />
<span style="font-family: Verdana, sans-serif;">Cello (CLL) - positive AGM statement.</span><br />
<span style="font-family: Verdana, sans-serif;">Nature (NGR) - poor results for year-ended 31 Dec 2012.</span><br />
<span style="font-family: Verdana, sans-serif;">Lombard Risk Mgt (LRM) - good results, but big capitalised R&D spend.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-38143010985995492792013-05-13T11:58:00.000+01:002013-05-13T11:58:08.357+01:00Small Cap Report (13 May) - QPP, ZYT, JLF, BQE, JPR, TET<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-13-may-qpp-zyt-jlf-bqe-jpr-tet-73247/">Please click here</a></b> for today's small cap report on Stockopedia.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">Quindell Portfolio (QPP) - another clarification statement!</span><br />
<span style="font-family: Verdana, sans-serif;">Zytronic (ZYT) - profits warning from Friday.</span><br />
<span style="font-family: Verdana, sans-serif;">Jelf (JLF) - interim results look OK.</span><br />
<span style="font-family: Verdana, sans-serif;">Bioquell (BQE) - IMS.</span><br />
<span style="font-family: Verdana, sans-serif;">Johnston Press (JPR) - IMS.</span><br />
<span style="font-family: Verdana, sans-serif;">Treatt (TET) - Interims look good.</span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-48936399914400593052013-05-12T22:10:00.004+01:002013-05-12T22:10:44.360+01:00Series of articles on Value Investing<span style="font-family: Verdana, sans-serif;">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.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">They are all published on Stockopedia, so please click on the links below if you would like to read my articles, as follows:</span><br />
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<span style="font-family: Verdana, sans-serif;"><a href="http://www.stockopedia.co.uk/content/part-1-richard-oldfield-insights-from-london-value-investor-conference-9-may-2013-73223/">Part 1 - Richard Oldfield of Oldfield Partners</a></span><br />
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<span style="font-family: Verdana, sans-serif;"><a href="http://www.stockopedia.co.uk/content/part-2-simon-denison-smith-insights-from-london-value-investor-conference-9-may-2013-73228/">Part 2 - Simon Denison-Smith of Metropolis Capital</a></span><br />
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<span style="font-family: Verdana, sans-serif;"><a href="http://www.stockopedia.co.uk/content/part-3-howard-marks-insights-from-london-value-investor-conference-9-may-2013-73237/">Part 3 - Howard Marks of Oaktree Capital</a></span><br />
<br />
<span style="font-family: Verdana, sans-serif;">In my opinion all three speeches were very thought-provoking.</span><br />
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<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.com0tag:blogger.com,1999:blog-6443862031662825789.post-62258897010146755082013-05-10T09:54:00.003+01:002013-05-10T09:54:59.059+01:00Small Cap Report (10 May) - HGV, QPP, ASH, CAPD, OCDO, KENZ, CTO<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-10-may-hgv-qpp-ash-ocdo-kenz-cto-73146/">Please click here</a></b> to read today's small cap report on Stockopedia.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">Companies mentioned are:</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">Hasgrove (HGV) - Tender Offer & De-Listing.</span><br />
<span style="font-family: Verdana, sans-serif;">Quindell Portfolio (QPP) - "clarification" statement.</span><br />
<span style="font-family: Verdana, sans-serif;">Ashley House (ASH) - in line trading update.</span><br />
<span style="font-family: Verdana, sans-serif;">Capital Drilling (CAPD) - possibly cheap again?</span><br />
<span style="font-family: Verdana, sans-serif;">Ocado (OCDO) - valuation getting more ridiculous by the day.</span><br />
<span style="font-family: Verdana, sans-serif;">Kentz (KENZ) - I'm thinking about buying more.</span><br />
<span style="font-family: Verdana, sans-serif;">T Clarke (CTO) - in line trading update.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-32956641665463980292013-05-09T08:52:00.003+01:002013-05-09T08:52:21.478+01:00Small Cap Report (9 May) - QPP, PTCM, MCB, FFY<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-9-may-qpp-ptcm-mcb-ffy-73117/">Please click here</a></b> to read today's small cap report on Stockopedia.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">Companies mentioned today are:</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">Quindell Portfolio (QPP) - Nasty article in FT about derivative.</span><br />
<span style="font-family: Verdana, sans-serif;">Porta Comms (PTCM) - poor figures for 2012.</span><br />
<span style="font-family: Verdana, sans-serif;">McBride (MCB) - trading in line.</span><br />
<span style="font-family: Verdana, sans-serif;">Fyffes (FFY) - trading statement.</span><br />
<span style="font-family: Verdana, sans-serif;">CML Microsystems (CML) - positive trading statement.</span><br />
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<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.comtag:blogger.com,1999:blog-6443862031662825789.post-7754028074473869462013-05-08T11:12:00.001+01:002013-05-08T11:12:09.751+01:00Small Cap Report (8 May) - FCCN, GVC, QPP, RGO<span style="font-family: Verdana, sans-serif;"><b><a href="http://www.stockopedia.co.uk/content/small-cap-report-8-may-fccn-gvc-qpp-rgo-73095/">Please click here</a></b> to read today's small cap report on Stockopedia.</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">Companies mentioned today are:</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>
<span style="font-family: Verdana, sans-serif;">French Connection (FCCN) - new FD appointed.</span><br />
<span style="font-family: Verdana, sans-serif;">GVC Holdings (GVC) - in line trading update.</span><br />
<span style="font-family: Verdana, sans-serif;">Quindell Portfolio (QPP) - down 11% today.</span><br />
<span style="font-family: Verdana, sans-serif;">2Ergo (RGO) - last chance saloon?</span><br />
<span style="font-family: Verdana, sans-serif;"><br /></span>Paul Scotthttp://www.blogger.com/profile/13081674666652796786noreply@blogger.com