Thursday, May 30, 2013

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.

Wednesday, May 29, 2013

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.

Tuesday, May 28, 2013

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.

Thursday, May 23, 2013

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.

Wednesday, May 22, 2013

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.

Tuesday, May 21, 2013

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

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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.

Monday, May 20, 2013

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.