Thursday, March 28, 2013

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.

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.

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?

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.

Friday, March 22, 2013

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)

Thursday, March 21, 2013

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.

Wednesday, March 20, 2013

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)