Ashley House – Reflections on a painful lesson #ASH
Small Cap

Ashley House – Reflections on a painful lesson #ASH

Simon Hedger- October 22, 2019

Ashley House (#ASH) – Latest share price: 4.1p, market cap £2.5 million Yesterday,  Ashley House plc (ASH), the AIM (and SSX) listed housing and health property developer ... Read More

Shifting Shares (22 October 2019) – Salad days #LVCG #ALT #FUL #SPSY
Small Cap

Shifting Shares (22 October 2019) – Salad days #LVCG #ALT #FUL #SPSY

Michael Taylor- October 22, 2019

I like this company - as in I like eating their pizzas. I'm probably going to go tonight. The salad is an excellent side, too. ... Read More

The buzz is back at Record (maybe) #REC
Small Cap

The buzz is back at Record (maybe) #REC

Graham Neary- October 21, 2019

Here's one that not many of you will have noticed. Last Thursday, Record plc issued a Q2 trading update. This is a specialist currency manager which ... Read More

D4T4 Solutions – Trading Update #D4T4
Small Cap

D4T4 Solutions – Trading Update #D4T4

Simon Hedger- October 21, 2019

D4T4 Solutions (#D4T4) - Latest share price: 220p, market cap £86 million     Investors were provided today with a trading update from data platform ... Read More

What can we learn from the demise of Bonmarché? #BON
Small Cap

What can we learn from the demise of Bonmarché? #BON

Tony Boden- October 21, 2019

On Friday (18th October) it was revealed that the fashion retailer Bonmarché (formerly listed as BON) had gone into administration. Readers may recall that Bonmarché ... Read More

Cube Midcap Report (18 Oct 2019) – The London Underdog #LSE #IHG #AVST
FTSE 350

Cube Midcap Report (18 Oct 2019) – The London Underdog #LSE #IHG #AVST

Graham Neary- October 18, 2019

Good morning! In the aftermatch of all that Brexit news flow yesterday, the pound has remained firm against the euro (EURGBP is 86.5 at the ... Read More

Joel’s Resource Report (18 Oct 2019) – a #VAST opportunity!
Small Cap

Joel’s Resource Report (18 Oct 2019) – a #VAST opportunity!

Joel Deakin- October 18, 2019

The last week’s news flow in resources has been about as exceptional as my portfolio’s performance – uninspiring. But one company whose shares have experienced ... Read More

Cube Midcap Report (17 Oct 2019) – Brexit beckons #ULVR #RTO #GFTU #MONY
FTSE 350

Cube Midcap Report (17 Oct 2019) – Brexit beckons #ULVR #RTO #GFTU #MONY

Graham Neary- October 17, 2019

Good morning! A busy day in mid-caps (and big-caps) today. Some RNS announcements I've noticed: Unilever (ULVR) - 3rd quarter trading statement Rentokil Initial (RTO) ... Read More

Scientific Digital Imaging – a (rare) lowly valued compounder #SDI
Small Cap

Scientific Digital Imaging – a (rare) lowly valued compounder #SDI

Cube Investments- October 17, 2019

Scientific Digital Imaging – A (rare) lowly valued compounder By guest writer Eric. Brief synopsis Despite the relatively small market cap of around £50m, it’s ... Read More

Cube Midcap Report (16 Oct 2019) – #SGRO
FTSE 350

Cube Midcap Report (16 Oct 2019) – #SGRO

Graham Neary- October 16, 2019

Hi again! I'm back with a short Midcap Report for today. Today, we had news from: Segro (SGRO) - trading update Barratt Developments (BDEV) - ... Read More

Shifting Shares (13 Oct 2019) – Bargepoles ready #TLY #SOS #SXX
Small Cap

Shifting Shares (13 Oct 2019) – Bargepoles ready #TLY #SOS #SXX

Michael Taylor- October 14, 2019

In this regular report, Michael Taylor offers his latest trading ideas on a wide range of stocks. This is Gold content! Not logged in? Log ... Read More

Joel’s Resource Report (11 Oct 2019) – Not all placings are bad!
Small Cap

Joel’s Resource Report (11 Oct 2019) – Not all placings are bad!

Joel Deakin- October 11, 2019

A couple of weeks ago, I discussed my optimism for the world economy, after shopping in New York and seeing all the fully booked restaurants ... Read More

Cube Midcap Report (10 Oct 2019) – Hargreaves Lansdown still has it #HL #DNLM #SBRE
FTSE 350

Cube Midcap Report (10 Oct 2019) – Hargreaves Lansdown still has it #HL #DNLM #SBRE

Roland Head- October 10, 2019

Good morning! It's Roland here with the Midcap Report. On my list for today are: Hargreaves Lansdown (HL) - trading update from the retail broker, ... Read More

Zotefoams – What The Foam? #ZTF
Small Cap

Zotefoams – What The Foam? #ZTF

Vivek- October 8, 2019

InIntroduction Zotefoams manufacture and sell foam. The two key segments representing 98% of turnover are the Polyolefin and High Performance Products. The company has been ... Read More

Shifting Shares (6 Oct 2019) – The unthinkable #ABDP #BIDS #MKS
Small Cap

Shifting Shares (6 Oct 2019) – The unthinkable #ABDP #BIDS #MKS

Michael Taylor- October 7, 2019

The unthinkable. Nobody ever thinks it can happen. And then it happens. The stock dumps 50%, because price moves from expectation to reality. Speculation - ... Read More

Goodwill to all persons
Comment

Goodwill to all persons

Tony Boden- October 4, 2019

If you are thinking it is a little early to be talking about Christmas, then you are clearly not in the retail trade! But Lo, ... Read More

Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML
Small Cap

Joel’s Resource Report (3 Oct 2019) – Quality potassium #EML

Joel Deakin- October 3, 2019

AIM and stock markets around the world may be collapsing which for a permabull like myself means that there are now bargains galore. When I ... Read More

Risk management as a way of life
Comment

Risk management as a way of life

Graham Neary- October 2, 2019

This is a great 5-minute clip by Whitney Tilson, reflecting on and summarising what he has learned about risk management in his investing career. During ... Read More

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