My Blog now appears only on Stockopedia

You can still read my Blog every weekday, but it now only appears on Stockopedia.

Click here for my landing page on Stockopedia, which you can bookmark if you wish, which provides links to all my reports & the full archive (searchable by company ticker)

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I will continue to update the following pages on this Blog:

Paul's Value Picks - where I note in passing companies that look potentially interesting for further research.

Current Holdings - this lists the shares I currently hold, for general information only - NB these are absolutely NOT recommendations, nor financial advice.

Small Cap Value Report (19 Jun) - NRR, DEMG, WYN, IPEL, PDX, PEN

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If you wish, please bookmark my landing page on Stockopedia, which has the latest & all archive articles, which are searchable by ticker.

Here is today's report on Stockopedia.

Small Cap Value Report (18 Jun) - SSP, AND, SDL

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Companies mentioned include:

Solid State (SSP) - results
Andor Tech (AND) - profits warning.
SDL (SDL) - profits warning.


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Small Cap Value Report (17 Jun) - OPM, IDH, SRT, KCO

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- which is better, as it goes out automatically, and earlier (at 11 am every weekday).
It's 

Please click here to read today's Small Cap Value Report on Stockopedia.

Companies mentioned today are:

1PM (OPM) - Placing & trading update.
Immunodiagnostic Systems Holdings (IDH) - results.
Software Radio Tech (SRT) - AGM & Open Day.
Keycom (KCO) - interim results.
2Ergo (RGO) - Placing at 1p.

Small Cap Value Report (12 Jun) - CRE, AMO, VNET, HYC, CGS

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Companies mentioned are:

Creston (CRE) - results
Amino Tech (AMO) - contract announcement
Vianet (VNET) - more thoughts on yesterday's results
Hyder Consulting (HYC) - results
Castings (CGS) - results

Small Cap Value Report (11 Jun) - VNET, QPP, ECK, REDT, PRES

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Companies mentioned are:

Vianet (VNET) - results
Eckoh (ECK) - results
Red24 (REDT) - results
Pressure Technologies (PRES) - interim results

Small Cap Value Report (10 Jun) - PDC, LTC, RWS, XAR, SNCL, FKL, PGB, VLX

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Companies mentioned are:

Printing.com results
Latchways results
RWS interims
Xaar trading update
William Sinclair Holdings results
Falkland Island Holdings results

Small Cap Value Report (3 Jun) - GBG, FRP, IGE, ALLG, DEMG

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Companies mentioned are:

GB Group (GBG) - annual results.
Fairpoint (FRP) - trading update.
Image Scan Holdings (IGE) - contract win.
All Leisure (ALLG) - breakdown of ship.
Trinity Mirror (TNI) - watch out re hacking.
Deltex Medical (DEMG) - overhang cleared perhaps?

Small Cap Report (31 May) - HVN, VNET, DQE, RGO, MRM

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Companies mentioned are:

Harvey Nash (HVN) - in line trading statement.
Vianet (VNET) - new Non Exec appointed.
DQ Entertainment (DQE) - Results show debtors has ballooned even more.
2Ergo (RGO) - More losses, and fund-raising still underway.
Metrodome (MRM) - the latest company to announce it will De-List.

Small cap report (30 May) - ZZZ, PGB, DEMG, CUP, RSOX, NBI, OMG, CAU, VLX

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Companies covered are:

Snoozebox (ZZZ) - successful Placing.
Pilat Media Global (PGB) - Q1 results.
Cupid (CUP) - profits warning.
Deltex Medical (DEMG) - positive news from France.
Resaca Exploitation Inc (RSOX) - de-Listing announced.
Northbridge Industrial Services (NBI) - in line trading statement.
OMG (OMG) - poor interim results & mild profits warning.
Centaur Media (CAU) - I've sold.
Volex (VLX) - I've bought.

Small Cap Report (29 May) - MBH, QPP, TRK, NBL, IDOX, DGB

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Companies covered:

Michelmersh Brick Holdings (MBH) - land sale.
Quindell Portfolio (QPP) - 3-year deal with Honda.
Torotrak (TRK) - preliminary results.
Noble Investments (NBL) - interim results.
Idox (IDOX) - profits warning.
Digital Barriers (DGB) - dreadful results.

Small Cap Report (28 May) - TET, C21, RNO, VLX

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Companies mentioned are:

Treatt (TET) - positive trading update.
21st Century Tech (C21) - warns on revenues.
Renold (RNO) - prelim results, turnaround possible?
Volex (VLX) - prelim results, more convincing turnaround than Molins.

Small Cap Report (23 May) - HFD, KBC, SSY, QED, HYD

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Companies mentioned are:

Halfords (HFD) - dividend cut.
KBC Adv Tech (KBC) - AGM statement sounds positive.
Scisys (SSY_ - positive AGM statement.
Quintain Estates (QED) - NAV drops again.
Hydro Intl (HYD) - mildly negative AGM statement.

Small Cap Report (22 May) - ZYT, PGB, INL, CHH, PMP, SID, APH

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Companies mentioned are:

Pilat Media Group (PGB) - significant contract win.

Inland Homes (INL) - positive-sounding trading update.

Quindell Portfolio (QPP) - contract win.

Churchill China (CHH) - in line trading update.

Portmeirion (PMP) - my preferred stock in the china industry.

Silverdell (SID) - new Non-Exec appointed.

Begbies Traynor (BEG) - I've sold out.

Alliance Pharma (APH) - sales update.

Small Cap Report (21 May) - ZYT, BMY, DRV, ECV, RNWH

Please click here for today's report.

Companies mentioned are:

Zytronic (ZYT) - Poor Interims, as expected.
Bloomsbury Publishing (BMY) - Good results & attractive valuation & divi.
Driver (DRV) - Interims potentially interesting.
Eco City Vehicles (ECV) - scraped into profit.
Renew Holdings - interims.

Small Cap Report (20 May) - NRR, ZZZ, TNG, ZYT

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Companies mentioned are:

Newriver Retail (NRR) - planning consent approved for Birmingham site.
Snoozebox (ZZZ) - Founding Director leaves.
Tangent Communications (TNG) - Results. Looks potentially interesting.
Zytronic - Results & conference call tomorrow.

Small Cap Report (17 May) - ZZZ, SPRP, KENZ, OCDO, HNT, PURI, TRB, PVCS, CAPD

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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.

Small Cap Report (16 May) - TNI, ZZZ, CAU, OPTS, WIL

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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.

Small Cap Report (15 May) - FCCN, QPP, CAU, LONR, ALU, SAG

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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.

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Small Cap Report (14 May) - ZYT, MOS, CLL, NGR, LRM

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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.